Let’s get started 🚀
Step 1: Log in to your agent dashboard, then click More > Email Templates, as shown in the screenshot.
Step 2: Click the Add Template button to start adding a new template.
Step 3: Enter name for your template.
Step 4: Select Client as the Type from the dropdown list.
Step 5: Select the Send Job Summarize Invoice trigger from the dropdown list.
Step 6: Click the Next: Sender and Recipients button.
Step 7: Click the Next: Content button.
Step 8: Enter the Subject of your email.
Step 9: Prepare the email body and insert the [[invoice_payment_link]] tag, which will connect to the relevant invoice when you send the invoice via email to the client.
Step 10: Click the Create button to proceed.
The email template for sending the created invoice via email will be created successfully.
