How do I Setup Custom Email Templates for my Supplier Invoices?

Updated on July 15, 2020 07:41AM by Admin

When delivering your Supplier invoices to sellers with email, you'll be able to provide a customized message for every invoice. You always have the option to modify this text when sending the supplier invoice, but you can also set up pre-made templates that can be used with just a click or two!

What are Message Templates?

Message templates contain an email subject and body text. But, this body text can contain information from the invoice/customer, called a token. For example, you can insert the contact's name when addressing them; by adding a token like this "Thanks again FIRST_NAME!".

Steps to create Email Template

  • Login and access the Supplier app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Supplier invoices

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Email Templates

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Supplier invoices in the Subject by using the Insert Attributes.
Subject

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Supplier invoices app in the Message body of the email by using the Insert Attributes.
Email Body

  • Then, click on the Create button.
Create button

  • You can view the Created Template on the List.
  • You can also edit and delete the template by using the icons under the Actions.
Template list

  • Now, go to the Supplier Invoices Overview page and click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear..
  • Click on the Templates Options. You can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Supplier invoices Details.
  • Then, click on the Send.
Add Template

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