Email Templates
On this page, you will find:
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.
Contact Invoice Email Template
Email Template Name:
Contact Invoice Template
Email Subject:
Invoice {{InvoiceNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ContactFullName}},
Thank you for your recent business with us. Here's invoice {{InvoiceNumber}} for {{InvoiceCurrency}}{{InvoiceTotalAmount}}. The amount outstanding of {{InvoiceCurrency}}{{InvoiceAmountDue}} is due on {{InvoiceDueDate}}.
If you have any questions or concerns regarding this invoice, please don't hesitate to get in touch with us at {{OrganisationEmailAddress}}
Thanks,
{{OrganisationName}}
Contact Invoice Receipt Email Template
Email Template Name:
Contact Invoice Receipt Template
Email Subject:
Invoice Receipt for {{InvoiceCurrency}}{{InvoiceAmountDue}} from {{OrganisationName}}
Email Body:
Hi {{ContactFullName}},
Attached is a receipt for your payment of {{PaymentAmount}}{{PaymentAmount}}.If you have any questions, please get in touch with us at: {{OrganisationEmailAddress}}Thanks,{{OrganisationName}}
Contact Advance Payment Request Template
Email Template Name:
Contact Advance Payment Request
Email Subject:
Advance Payment Request {{AdvancePaymentNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ContactFullName}},Thank you for choosing to work with us. Here are the details for advance payment request {{AdvancePaymentNumber}}:
- Total Amount: {{AdvancePaymentCurrency}}{{AdvancePaymentTotalAmount}}
- Outstanding Amount: {{AdvancePaymentCurrency}}{{AdvancePaymentAmountDue}}
- Request Date: {{AdvancePaymentDate}}
If you have any questions or wish to discuss payment arrangements, please contact us at {{OrganisationEmailAddress}}.Thanks,{{OrganisationName}}
Contact Advance Payment Receipt Template
Email Template Name:
Contact Advance Payment Receipt
Email Subject:
Advance Payment Request {{AdvancePaymentNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Advance Payment Receipt {{AdvancePaymentNumber}} from {{OrganisationName}} to {{ContactFullName}} on behalf of {{ClientFullName}}
Email Body:
Hi {{ClientFullName}},Attached is a receipt for your advance payment of {{AdvancePaymentCurrency}}{{AdvancePaymentPaidAmount}}.If you have any questions, please contact us at: {{OrganisationEmailAddress}}Thanks,{{OrganisationName}}
How to Create an Email Template in Adviseraide
Open an existing invoice and click the “Email Invoice” button.
In the Email Invoice popup, click the “Create Template” button.
The Create Template screen will appear. Enter the required details as described above, then save your template.
After saving, you can select your new template by clicking on it, as highlighted in the screenshot below.
