Subject and text of mail sales invoice (E-mail template)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The following invoice layout settings can be entered or changed:

• General (a.o. hour specification and attachment)
• Invoice columns
• Page layout (footer)
• Paper settings
• Address margin (address positioning)
• Theme
• Subject and text of mail.

All configured settings such as the settings of the invoice layouts, among others, are grouped and categorised in one place in your domain.   

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen, click on Sales settings and then scroll to Invoice layouts.

To change an existing invoice layout, click on the line of the corresponding invoice layout.

To create a new invoice layout, click on the + New layout button.

Click on the Email template button to customise the subject and text of the email of sales invoices you will send by email.

The following screen is opened: 

In the text and in the subject, you can also include variable data by using so-called placeholders. Those placeholders are always enclosed in square brackets and have a specific name.

An overview of all placeholders you can use is shown by clicking on the i after Email text.

For a detailed description of the placeholders you can use in your email when sending invoices, see article Work with placeholders in email when sending invoices.

TIP!

The value of the placeholder [Heading] is automatically retrieved from the Heading field on the Extra tab of the customer's contact card.