Managing Invoice Email and Receipt Templates

Overview

Create custom Invoice and Receipt email templates to use across your moves and storage projects. This feature enables users to create and use templated emails when sending invoices to customers (e.g. you may have one type of email for residential customers and a different one for commercial customers). 

This guide will go through the steps of creating invoice and receipt email templates and setting them as defaults within the respective project types.

By default, all move and storage project types will have system default invoice and receipt templates assigned:

• Default Move Invoice
• Default Move Receipt
• Default Storage Invoice
• Default Storage Receipt

Note: When an invoice receipt template is selected, anytime a payment is recorded, a receipt will send

Creating Email Templates

Video Walkthrough

Steps to Follow

1. Under Settings, click Communications > Email Templates

2. Click Create Email Template

3. Select either Custom invoice email template or Custom invoice receipt email template (see next step)

• Invoice Email Templates: Select this option if you want to create an invoice template that will include the payment link for customers to process their credit cards
• Custom invoice receipt email template: This is the email that will get sent after payment has been processed/recorded. This template automatically attaches a copy of the invoice receipt as a PDF to the email. You can also include a link to review the invoice receipt as well by using the {URL_INVOICE} variable

4. Under Recipients, add {BILL_TO_CLIENT_CONTACT_EMAIL}. This ensures the billing client on the project is the one who receives the invoice email

5. Enter the Subject and Body of the email template. Once complete, click Save to save the template

Tip: You can use variables both in the subject and body of the emails

IMPORTANT: Make sure to include {URL_INVOICE} Variable is included in the email template to generate the link that end customers can click to view the invoice

IMPORTANT: When using Supermove Payments, the invoice that's generated will also provide the end customer the ability to submit a credit card payment directly from that link

Congrats! You can now select these email templates when sending your invoices