Who This Is For / When to Use
Use Invoice Email Templates if you want to:
Customize how invoice notifications look for customers.
Edit default invoice email content without leaving the invoice module.
Preview and adjust templates before sending one-time or recurring invoices.
What Invoice Email Templates Are
Invoice Email Templates control the email content sent for invoice-related events.
You can:
Preview default invoice notification templates.
Edit and save customized versions.
Apply templates to both customer and team notifications.
Templates are managed from Invoice Settings and can also be edited at send time.
Accessing Invoice Email Template Settings
Steps
Go to Payments > Invoices.
Click Settings in the top-right corner.
Open Notifications.
A preview of the email template appears next to each notification type.
Editing Default Invoice Email Templates
From the Notifications section, you can update the default templates.
Locate the notification you want to edit.
Click the template preview or edit option.
Update text, buttons, or layout as needed.
Save your changes.
Changes apply to future invoice notifications using that template.
Creating New Email Templates
You can create reusable email templates outside the invoice module.
Steps
Go to Marketing > Emails > Templates.
Create a new email template.
Save the template.
Once created, the template becomes available for invoice notifications.
Using Templates When Sending Invoices
You can preview and edit the email template at the time of sending.
One-Time Invoices
Create an invoice.
Click Send.
Review the selected email template.
Click Edit to make changes if needed.
Recurring Invoices
When scheduling a recurring invoice:
The send modal shows the email template preview.
You can edit the template before confirming the schedule.
Edits made here apply only to that invoice instance.
Supported Notification Types
Invoice Email Templates support up to 10 notification types, including:
Customer invoice notifications.
Internal team notifications.
Each notification type can have its own customized template.
Common Issues and Fixes
Template Changes Not Applying
Confirm you saved the template.
Verify the correct template is selected for the notification.
Cannot Edit Template When Sending
Ensure the invoice is still in draft.
Published or completed invoices cannot be edited.
FAQ
How do I preview and edit invoice email templates?
Go to Payments > Invoices > Settings > Notifications to preview and edit templates.
Can I create custom email templates for invoices?
Yes. Create templates from Marketing > Emails > Templates and apply them to invoice notifications.
How many invoice notification templates are supported?
You can configure templates for up to 10 notification types, including customer and team notifications.
Can I edit the email template while sending an invoice?
Yes. The send invoice modal allows you to preview and edit the template before sending.
Can I customize templates for recurring invoices?
Yes. Templates can be previewed and edited when scheduling recurring invoices.
Are default invoice email templates customizable?
Yes. Default templates can be edited and saved from the invoice settings.
Can both team and customer notifications use custom templates?
Yes. Both internal team notifications and customer-facing notifications support custom templates.