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How to Email an Invoice using HTML5 Invoice Templates

Overview

This tutorial explains how to email an invoice to a client using the HTML5 Invoice Templates

    Create an HTML5 Invoice Template

    If you have already created an invoice template this step is not necessary

    Click here for instructions on how to create an HTML5 invoice template

    Emailing Invoice Options

    The following options may occur in your studiocloud account

    Option 1: A default email template is not currently setup for your account.

    Option 2: Setup a custom default email template

    Option 3: A default email template is set and you would like to update your email template to include the invoice link in the email.

    Option 1: Email The Invoice When a Default Email Template Is Not Set

    StudioCloud will provide a default email template for you. Click the "Email Invoice" button when creating or editing an invoice and an email will be created that can be emailed to a client.

    Option 2: Setup a custom default email template

    You will need to create a new email template and select one of the "Email Html Invoice" sample email templates.

    Click here for a tutorial on how to create an email template

    To set the default email template for invoices do the following steps:

    • Click on Settings
    • Click the Manage StudioCloud Settings button
    • Click the Defaults tab
    • Click the Select Template under the Invoice Default Email Template header

    Option 3: Edit the existing default email template and add the invoice template to it.

    Edit the existing default email template for the email invoice template

    Click here for a tutorial on how to edit an existing email template

    Insert the HTML5 Invoice Template Into the Email Template

    • Click in the email where you want the invoice template link to be inserted.
    • Click on the Actions Tab
    • Click on the Insert Template button
    • Click the Insert Template Field for the desired template
    • Select your desired link option
      • If you want a clickable link use the "Custom HTML Link" option and type in the text that you want them to see before clicking
      • If you want the customer to see the link and click on it then select the "HTML Link" option
      • If you just want the customer to see the link click the "Text Link" option