Overview

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

Create/Edit an Email Template 

Click here for a tutorial on how to create an 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

To Use a Sample Email Template do the Following Steps

• Click the New Email Template button from the Manage Email Templates window
• Select one of the sample email templates that is labeled "Email HTML Invoice"
• If you select the "Email HTML Invoice - Custom Color" select the desired color
• Select the desired invoice template
• Adjust the email wording and save the email template

Add the Email Template to the CloudForm

Add the newly created email template to the cloudform. If the email template is already assigned to the cloudform this step is not necessary.

• Create or edit a CloudForm
• Click on the "Form Settings" tab
• Click the button under the "Email To Client" header
• Select the newly created email template
• Customize the time in minutes you want to give the customer before deleting the tentatively booked session