Formitize User Guide

The Invoice Email is the default text or template when you are sending an Invoice via Email.

You can set this up by going to your Web Portal > Settings Cog > Accounts > Invoices > Scroll down to the Invoice Email.

Here, you can edit the default email message, also making use of the Placeholders that will auto-populate information from the Invoice and Contact. 

Related:

• Invoice Email & Invoice SMS
• How do I add a site name to client Invoices and Quotes?
• Do Invoices and Quotes have Placeholders?