Overview

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

Prerequisite: Create an HTML5 Invoice Template

An HTML5 invoice must be created before an invoice can be emailed to the client

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

Emailing Invoice Options

The following options are available to you to email a client an invoice using the html5 invoice template.

Option 1: Use the Email HTML Invoice menu option

Option 2: Use the Email Invoice Button

Option 3: Add the invoice to a new or existing email template

Option 1: Use the Email HTML Invoice menu option

To send an html invoice email click the Email HTML Invoice button as shown in the image below when creating or editing an invoice

Option 2: Use the Email Invoice Button

The following option requires that the HTML Invoice be setup as the default option for emailing as opposed to the PDF Invoice

To Setup the html invoice as the default do the following steps:

• Click on Settings
• Click the Manage StudioCloud Settings button
• Click on the Print/Email Using HMTL Invoice Template radio button
• 
  

To send an html invoice email click the "Email Invoice" button when creating or editing an invoice and an email with the invoice link inside of it will be created that can be emailed to a client.

Change the email template used by the email invoice button

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: Add the invoice to a new or existing email template

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