You can set two types of email templates to send invoices: supplier invoices and client invoices.

Note: Your account must have permission to edit settings in order to set up invoice templates.

To set up your templates, click your profile name in the top right and select Account Settings in the dropdown.

In the left menu, select Commission Chasing.

To see the default email template for your emails, click the Supplier Invoices or Client Invoices at the top and look through the settings.

In the top right, click Edit Template or click one of the pencil icons in the template preview.

This opens the Invoice Email Template window, there are four different tabs for you to set up your email templates.

Here you can add emails to be CC’d or BCC’d for every invoice you send through Sion. This is helpful if there’s a department or person in the agency that needs a record of invoice communications. This will apply to both supplier and client invoices that are sent out.

The Supplier Invoices tab lets you set up a custom email subject and message to send with supplier invoices.

Fill in the Subject line for the email as well as the Message. You can use basic text markdown in your templates. For more information on how to use markdown, click the Format with Markdown at the bottom of the Message field.

When you’re done, toggle the switch above the Subject field to Enabled. This will send your custom email with supplier invoices.

Note: If you toggle the switch to Disabled, then Sion’s default message will be sent instead of your custom message.

Click Save Changes to keep your changes.

The Client Invoices tab lets you set up a custom email subject and message to send with supplier invoices.

Fill in the Subject line for the email as well as the Message. You can use basic text markdown in your templates. For more information on how to use markdown, click the Format with Markdown at the bottom of the Message field.

When you’re done, toggle the switch above the Subject field to Enabled. This will send your custom email with client invoices.

Note: If you toggle the switch to Disabled, then Sion’s default message will be sent instead of your custom message.

Click Save Changes to keep your changes.

In the Signature tab you can add a personal email signature that will send with both supplier and client invoice emails.

Toggle the switch above the Signature field to have your signature automatically added to every invoice email.

Enter your signature in the Signature field. You can use basic text markdown in your signature. For more information on how to use markdown, click the Format with Markdown at the bottom of the field.

Click Save Changes to keep your changes.