This Add-On allows you to save and manage multiple invoice email templates to be used when sending your customers invoices through email.
Enabling the Add-on
Click on "Account" and then click on "Integrations & Add-ons".
Use the "Search" field at the top and enter "Custom Invoice Emails".
Switch the toggle to "On" to enable the add-on.
Creating an Invoice Email Template
Once you have enabled the Custom Invoice Emails Add-on, you can begin creating custom invoice email templates. You can follow the steps below to create a custom invoice email template:
Click on "New" under the Custom Invoice Emails" section.
Add a title for your template in the "Template Title" field.
Enter a subject for the emails in the "Subject" field.
In the "Message" field, personalize the message and include important information by using any of the merge tags from the "Merge Tags" list on the right-hand side of the template.
Submit the form to create the custom invoice email template.
Usage
When creating, approving, or resending invoices, Teachworks allows you to select a specific custom email template to tailor your communication to the client. This can be done for individual invoices or in bulk.
Single Invoices (Creation & Approval)
You can manually select a custom email template whenever you generate a brand-new invoice or click to approve a single pending invoice. The template selection dropdown will be available directly on the invoice creation/review screen.
Bulk Approving and Sending
To apply a specific template to multiple invoices simultaneously:
Navigate to the Invoices table.
Select the invoices you want to email by checking the boxes on the far left-hand side of the rows.
Locate the "Set Email Type" menu that appears dynamically at the top of the table.
Select your desired custom template from the dropdown to apply it to all highlighted records.
Click on "Submit" to approve and send the emails.
Resending or Sending Saved Invoices
If you need to email a previously saved invoice or send an updated version of an edited invoice:
Open the specific invoice details page.
Look at the top right corner of the document.
Click on the "Email: button to choose your template and send.