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Edit notes and email templates

Control default notes, footers, delivery messages, reminders, receipts, and owner alerts.

Open in Invoice Aura

What to do

  1. 1

    Choose a template

    Open the note, footer, delivery, reminder, receipt, or notification you need.

  2. 2

    Edit the content

    Use the available placeholders for business, client, document, payment, and public-link values.

  3. 3

    Set timing when offered

    Enable automatic reminders and choose their offset.

  4. 4

    Save changes

    Future documents or messages use the template.

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