How Do I Customize the Email when Sending Invoices to Members?

  Overview

When you send multiple invoices to customers, you can optionally choose to customize the email.

  Before You Start

See Can I send Multiple Invoices at one time?).

Customizing the Emails 

You can customize the message in the invoice emails sent by typing a combination of Text and Email Tokens into the subject and the body of the email. The Email Tokens will automatically insert data values for the individual invoices. Note: This process works similar to a mail merge.

 

Available tokens are listed below (click Show Template Help for this information). Simply insert these tokens (including Begin and End brackets) into your template as desired. Note: DO NOT FORMAT TEXT ON ANY OF THESE TOKENS

 

The following tokens may be inserted in the Subject and/or Email Body:

 

[Organization] - Inserts the Organization Name

 

[InvoiceNumber] - Inserts the individual Invoice Number

 

[MemberFirstName] - Inserts the first name of the Member associated with the Invoice

 

 

The following tokens are only valid in the Body of the Invoice Email:

 

[InvoiceLink] - Inserts a link to the public Invoice and will appear as: “Invoice # xxxxxxx"

 

[InvoiceLink](Custom Link Text) - Inserts a link to the public Invoice with custom text instead of the invoice number. Type the custom text for the link inside the parentheses.

 

After customizing the email, be sure to click Preview to see how it will look once it's sent.