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Documentation Index

Fetch the complete documentation index at: https://docs.adviseraide.com/llms.txt

Use this file to discover all available pages before exploring further.

If you often send invoices or advance payments to someone other than your client, setting up email templates can save time. This way, you won’t need to retype the contact name each time.
Email Template Name:Contact Invoice TemplateEmail Subject:
Invoice {{InvoiceNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ContactFullName}},

Thank you for your recent business with us. Here's invoice {{InvoiceNumber}} for {{InvoiceCurrency}}{{InvoiceTotalAmount}}. The amount outstanding of {{InvoiceCurrency}}{{InvoiceAmountDue}} is due on {{InvoiceDueDate}}.

If you have any questions or concerns regarding this invoice, please don't hesitate to get in touch with us at {{OrganisationEmailAddress}}

Thanks,

{{OrganisationName}}
Email Template Name:Contact Invoice Receipt TemplateEmail Subject:
Invoice Receipt for {{InvoiceCurrency}}{{InvoiceAmountDue}} from {{OrganisationName}}
Email Body:
Hi {{ContactFullName}},

Attached is a receipt for your payment of {{PaymentAmount}}{{PaymentAmount}}. If you have any questions, please get in touch with us at: {{OrganisationEmailAddress}} Thanks, {{OrganisationName}}
Email Template Name:Contact Advance Payment RequestEmail Subject:
Advance Payment Request {{AdvancePaymentNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ContactFullName}}, Thank you for choosing to work with us. Here are the details for advance payment request {{AdvancePaymentNumber}}:

* **Total Amount:** {{AdvancePaymentCurrency}}{{AdvancePaymentTotalAmount}}
* **Outstanding Amount:** {{AdvancePaymentCurrency}}{{AdvancePaymentAmountDue}}
* **Request Date:** {{AdvancePaymentDate}}

If you have any questions or wish to discuss payment arrangements, please contact us at {{OrganisationEmailAddress}}. Thanks, {{OrganisationName}}
Email Template Name:Contact Advance Payment ReceiptEmail Subject:
Advance Payment Receipt {{AdvancePaymentNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ClientFullName}}, Attached is a receipt for your advance payment of {{AdvancePaymentCurrency}}{{AdvancePaymentPaidAmount}}. If you have any questions, please contact us at: {{OrganisationEmailAddress}} Thanks, {{OrganisationName}}

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How to Create an Email Template in Adviseraide

1

Open an existing invoice

Open an existing invoice and click the “Email Invoice” button.
Email Invoice button
2

Click Create Template

In the Email Invoice popup, click the “Create Template” button.
Create Template button
3

Enter template details

The Create Template screen will appear. Enter the required details as described above, then save your template.
Create Template screen
4

Select your template

After saving, you can select your new template by clicking on it, as highlighted in the screenshot below.
Select template