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How to Change the Content Sent with Invoices in WIZniche

In WIZniche, navigate to Invoice Settings, customize the email content, greeting, and closing, then preview and save the changes.

Updated over 5 months ago

Introduction

Customizing the content sent with your invoices in WIZniche allows you to align the messaging with your brand and communicate effectively with your clients. Here's a step-by-step guide:
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Accessing Invoice Settings

  1. Navigate to Invoice Settings: From the main dashboard, Settings > Notification

  2. Access Customization Settings: Notification > Billing Notification > Invoice Notification > Edit Content


Customizing the Email Content

  1. Customize the Greeting: Personalize the greeting.

  2. Edit the Main Content: Write the body of the email.

  3. Add Attachments (Optional): Attach additional files.

  4. Customize the Closing: Tailor the closing section.


Preview and Save Changes

  1. Preview the Email: Review the email.

  2. Save Changes: Click on Save


Conclusion

Changing the content sent with invoices is a user-friendly process in WIZniche. For best practices on customizing invoice content, please review this article.
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Please click here if you want to create or send a new invoice.
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For further assistance or more detailed guidance, please refer to our support resources or contact our support team.

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