You can use D-Tools' default email templates or create your own email templates for invoice emails sent to request project payments, service contract payments, service call payments, and subscription payments.
To access the default invoice email templates provided by D-Tools, go to "Settings > Payments > Email Templates" in the left navigation menu.
You can find the default templates for:
Emailing invoices for projects, service contracts, service calls, and subscriptions
Emailing invoices generated automatically for service contracts and subscriptions
Emails sent as auto-pay reminders
Emails sent to thank customers when payment is received
To add a new invoice template:
1/ Click "New email template," which will open a modal.
2/ Add a name and subject for the template, and select the type of invoice for which you want to create the template.
3/ Add the text for the body of the email.
You can type "@" and select the data fields you want to show in the email.
The data fields available for selection will depend on the type of invoice.
4/ Add the signature.
5/ Click "Create."
If you have added your own email templates for any of the invoice emails and want to set them as defaults, click the 3-dot menu of the template and click "Set as default."