Create the Perfect Invoice Mail Format for Sales Effortlessly

Invoice mail format for Sales

so we wanted to have a quick look at the templates as well I said that you could customize those in themselves so that's the actual emails that you sending out those letters that are going with it so we do that within our CRM menu and we've got one here called templates multiple different ones here there is help to guide you through this so clicking on to the uh help section that you've got up here and going back to help if you pop into the search uh box templates you'll find one that actually comes up for your templates so coming through here we'll give you that uh individual information that we'll just take a look at the moment for editing and creating those templates so to show you what we've got so I had the relevant invoice one so I've got here invoice send so that's that standard template that came up dear customer name please find attach your invoice if you want to make your own so if you want to choose something different the first first thing that you have to do is change the name at the top here you can't edit a system template they are set by the system so call it something different so I called mine sort of you know scribe Parish Council but you can have anything you want to hear so if it's just your normal basic send you can obviously type that in from there and then you've got the ability to fully customize it so if I wanted to have that logo in the top right hand corner because it's is just going with my email I'm not printing it I do want it to come on the email I can create an additional space coming into here now I can format this so I can then align it and I'm going to put it across on the right and I'm just going to input my little logo here so uploading The Scribe logo you just get to choose where it is on your system so I'm going to take my scribe logo and add that in so clicking on to save we can see that it's added that logo there as well anything else that you want to add in you can carry on doing you've got a number of different tags in here so if we want to have we've got the customer name if for example we wanted to actually have their uh their details as well we can come through and sort of putp that customer name or the customer um address details in there or even the council name and address details so I'm going to show my Council address underneath my logo so I've got the council address coming there and again I'm just going to format that so that it is right Justified that it's underneath my alignment so I popped those details through kind regards you might have your name you might have again your telephone number or your email address that pops up underneath here so anything that you want to do to carry on popping through here you can add this information in to create that template for yourself once you've done it if you're happy you can save that new template It'll ask you to check a record to see what it looks like so I'm going to take here my invoice number 122 so I can see now that I've got that scribe Parish logo with the address going through to my customer for those details so if I'm happy with that I can confirm and save it if I need now need to go and make some edits to it I can close it and come back and carry on mending my templates you can build as many of them as you want so just make sure that when you choose the actual template you choose the right place in the system for it so this is my invoices so choose you know which one you're going to be changing if it says invoice it's going to be showing in your invoice list for those templates