{"id":897,"date":"2015-06-25T11:10:09","date_gmt":"2015-06-25T11:10:09","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=897"},"modified":"2017-05-09T13:04:31","modified_gmt":"2017-05-09T13:04:31","slug":"creating-email-templates-for-online-invoices","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/06\/25\/creating-email-templates-for-online-invoices\/","title":{"rendered":"Creating Email Templates for Online Invoices"},"content":{"rendered":"<p>The <strong>&#8220;Online Invoices&#8221;<\/strong> system sends online invoices and estimates emails to your clients, and you have the ability to adjust and modify those emails in the most efficient way according to your business requirements.<\/p>\n<p>To start creating an <strong>&#8220;Email Template&#8221;, <\/strong>Through the<strong> &#8220;Templates&#8221;<\/strong>, select the <strong>&#8220;Email Templates&#8221; <\/strong>option<strong>.<\/strong><\/p>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/deafult-email-template.png\" rel=\"lightbox[897]\"><img loading=\"lazy\" class=\"add-email-template aligncenter wp-image-1231 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/deafult-email-template.png\" alt=\"deafult email template\" width=\"846\" height=\"871\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/deafult-email-template.png 846w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/deafult-email-template-291x300.png 291w\" sizes=\"(max-width: 846px) 100vw, 846px\" \/><\/a><\/p>\n<p>The <strong>&#8220;Email Template&#8221;<\/strong> Page will list all the system default\u00a0 <strong>&#8220;Email Templates&#8221;<\/strong>, So if you want to edit any template click the <strong>&#8220;Edit&#8221;<\/strong> button.<\/p>\n<p>To create a new template click the green <strong>&#8220;New Template&#8221;<\/strong> button at the top right corner.<\/p>\n<p>An <strong>&#8220;Add Email Template&#8221;<\/strong> page will be populated.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/add-email-template.png\" rel=\"lightbox[897]\"><img loading=\"lazy\" class=\"add-email-template aligncenter wp-image-2263 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/add-email-template.png\" alt=\"add-email-template\" width=\"1171\" height=\"891\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/add-email-template.png 1171w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/add-email-template-300x228.png 300w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/add-email-template-1024x779.png 1024w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>&#8220;Type&#8221;<\/strong>: Select the email type from (Invoice, estimate or client statement)<\/li>\n<li><strong>&#8220;Title&#8221;<\/strong>: Select a title for this template.<\/li>\n<li><strong>&#8220;Subject&#8221;<\/strong>:\n<ul>\n<li>Choose a subject for your emails that will be sent using this email template, e.g. &#8220;A new invoice for the latest work has been issued&#8221;.<\/li>\n<li>You can use placeholders in the subject section so modify your messages by adding fields like client name, details or invoice info.<\/li>\n<\/ul>\n<\/li>\n<li><strong>&#8220;Body&#8221;<\/strong>: Use this feature to adjust the content of the email, and use the editing buttons and add placeholders for more customized emails.<\/li>\n<li><strong>&#8220;Placeholders&#8221;: <\/strong>Placeholders (client name, invoice number ..etc ) are used to save a message as a template and send it to different clients without rewriting a new message for each client. Placeholders are automatically replaced by the correct value before sending the message.<br \/>\n<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/palce-holders.png\" rel=\"lightbox[897]\"><img loading=\"lazy\" class=\"add-email-template aligncenter wp-image-902 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/palce-holders.png\" alt=\"palce-holders\" width=\"891\" height=\"171\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/palce-holders.png 891w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/06\/palce-holders-300x58.png 300w\" sizes=\"(max-width: 891px) 100vw, 891px\" \/><\/a><\/li>\n<li>Click<strong> &#8220;Save&#8221;<\/strong> to save all the changes.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The &#8220;Online Invoices&#8221; system sends online invoices and estimates emails to your clients, and you have the ability to adjust and modify those emails in the most efficient way according to your business requirements. To start creating an &#8220;Email Template&#8221;, Through the &#8220;Templates&#8221;, select the &#8220;Email Templates&#8221; option. The &#8220;Email Template&#8221; Page will list all the system default\u00a0 &#8220;Email Templates&#8221;, So if you want to edit any template click the &#8220;Edit&#8221; button. To create a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Email Templates for Online Invoices - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/06\/25\/creating-email-templates-for-online-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Email Templates for Online Invoices - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"The &#8220;Online Invoices&#8221; system sends online invoices and estimates emails to your clients, and you have the ability to adjust and modify those emails in the most efficient way according to your business requirements. To start creating an &#8220;Email Template&#8221;, Through the &#8220;Templates&#8221;, select the &#8220;Email Templates&#8221; option. The &#8220;Email Template&#8221; Page will list all the system default\u00a0 &#8220;Email Templates&#8221;, So if you want to edit any template click the &#8220;Edit&#8221; button. 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