• Shopping Cart Shopping Cart
    0Shopping Cart
Clixio
  • Features
  • Pricing
  • FAQ
  • Blog
  • Log in
  • Free Trial
  • Menu Menu

Invoices: Preview & Edit Email Templates for All Notifications

May 22, 2024/in What's New? Payments

** What’s New?**
– Business users now have the capability to Preview & Edit Email Templates for all Invoice Notifications right from Invoices Module .
– This feature also allows the business user to preview the Default Email Template to be used for Notification and the ability to edit is as well as per their needs ! A user can now edit their own default templates for notifications !
![Invoice Settings Page](

– We now have the ability to configure email templates for 10 types of notifications which includes Team Notifications as well as Customer Notifications.
– Business User’s also have the capability to edit and save as a new template and then use the same for their use case, the entire functionality is available from invoice settings where a user configures notifications for invoices module !
![Edit and Save as New Template](

– Business User now have the option to preview the template while sending out to customer for One Time Invoices as well as while Scheduling Recurring Invoices as well as the ability to edit it right from the invoice editor !
![Send Invoice Modal](

**Why?**
– We received multiple requests from customers in ideas board as well as in form of support tickets that they wanted to control the Default Email Template being sent out for various notifications.
– This gives more control to the business user and enhances the entire user experience on invoices module as entire functionality can now be accessed right within the same module.

**How to Use it?**
– Go to Payments Tab -> Invoices -> Click on the settings Icon that you can see on the page.
– Post this click on Notifications -> You’ll see a preview text right beside the Email Template.
– Go to Payments Tab -> Invoices -> Create New Invoice -> Send
– When a user click on Send the Modal which opens up has a preview of the template that will be sent out to the customer and business user can edit it right from that place.

**What’s Next?**
We soon plan to have a similar functionality for sms templates in all invoice notifications.
We will introduce the capability for Receipts Module too !

https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png 0 0 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2024-05-22 01:58:402024-05-22 01:58:40Invoices: Preview & Edit Email Templates for All Notifications

RSS Latest Feature Updates

  • HouseCall Pro – Workflow action & triggers June 5, 2026
  • QR Code Sharing in Funnel Builder June 5, 2026
  • Product Custom Values for Dynamic Product Details Page Content June 5, 2026
  • Invoices – Accounting sync | Clixio Changelog June 5, 2026
  • Ad Manager: Draft support for Meta lead forms June 5, 2026
  • Analytics & Discovery Sub Agent in AI Builder in Workflows June 4, 2026
  • Pricing Update: SMS Costs for Select International Destinations Effective June 12, 2026 June 4, 2026
  • Alt Text Support for Images in Social Planner June 4, 2026
  • Conversations AI: Enhanced Audio Understanding June 3, 2026
  • Audit Logs for Preference Management 🚀 June 3, 2026
Book a demo
See Clixio working
for your business, live.

30 minute call with our team. Personalised to your industry, no hard sell.

Book your free demo
14 day free trial · Cancel anytime
Clixio - Marketing and sales automation

Marketing & sales automation built for Australian service businesses. One platform, one flat rate, genuinely easy to use.

Product
Features Pricing How it works Latest updates
Company
Blog FAQ Get support Account transfers
Legal
Privacy Policy Terms & Conditions
© Clixio. All rights reserved. Made with ♡ in Australia.