Every invoice, quote, and credit note travels with a short covering email. Write each one yourself, once, with your own subject, message, and sign-off, and Sendinvo sends your wording instead of a generic default.
Your first 3 invoices are free to send, no card needed.
Three templates sit in your company settings: invoices, quotes, and credit notes. Each ships with sensible default wording, so this is polish rather than setup.
A template is a subject, a message, and a sign-off. All three have to say something, so nothing goes out with a blank where your words belong.
Drop in tokens such as {client_name} or {amount} and Sendinvo fills them from the document as it sends, so one piece of wording suits every client.
An individual invoice or quote can carry its own wording, for the one job that needs saying differently.
A placeholder is a word in single braces, swapped for the real value as the email goes out. Each template has its own set.
{client_name} becomes “there” when a client has no name on file, so a greeting never lands half-written. On a credit note, {invoice_reference} expands to “ in respect of invoice INV-0042”, with the leading space built in, so write it tight against the token before it. It expands to nothing when the credit note stands alone.
Invoices and quotes can also be reworded on the individual document, when a single job needs a different subject. Credit notes use the workspace template only.
Chasing emails are written somewhere else: each phase of the chase carries its own subject and body in your reminder policy, so a nudge before the due date reads differently from one after it. See invoice reminders. For the document the email carries, your logo, your numbering, and the PDF, see custom branding.
Write the template once. Sendinvo fills in the number, the client, the amount, and the date on every send.
Yes. The invoice email has its own template in your company settings: a subject, a message, and a sign-off you write yourself. Save it once and every invoice goes out in your wording.
Three: one for invoices, one for quotes, and one for credit notes. Each is edited separately, so the note carrying a quote can read differently from the one carrying an invoice.
They are single-brace tokens such as {invoice_number}, {client_name}, and {amount}, swapped for the real values as the email sends. Each template has its own set: an invoice can use {due_date}, a quote can use {valid_until}, and a credit note can use {credit_note_number}.
Yes, for invoices and quotes. Either one can carry its own subject, message, and sign-off on the individual document, leaving the workspace template untouched. Credit notes use the workspace template only.
No. Chasing emails are written in your reminder policy, where each phase of the chase carries its own subject and body, so a nudge before the due date can read differently from one after it.
Write the invoice, quote, and credit note emails once, and let the details fill themselves in on every send.