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:
Email Body:
Email Template Name:Contact Invoice Receipt TemplateEmail Subject:
Email Body:
Email Template Name:Contact Advance Payment RequestEmail Subject:
Email Body:
Email Template Name:Contact Advance Payment ReceiptEmail Subject:
Email Body:

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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.
2

Click Create Template

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

Enter template details

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

Select your template

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