Avaza writes its invoice, estimate, reminder and payment emails from templates. Change a template once, and every email of that kind starts from your wording.
Only Administrators and Finance Managers can edit email templates. For other roles, the Email Templates tile on the Settings page is greyed out.
The templates
Template | When Avaza uses it |
|---|---|
Send Invoice | When you email an invoice, and for invoices that recurring invoice profiles and retainer subscriptions send automatically. See customising the invoice email. |
Send Invoice Reminder | When you choose Actions › Send Reminder on an invoice. |
Invoice Auto Reminder 1 to Invoice Auto Reminder 5 | Automatic invoice reminders, one template for each reminder. |
Send Estimate | When you email an estimate. |
Send Estimate Reminder | When you send a reminder for an estimate. |
Thank You Note for Payment | When you tick the thank-you note while recording a payment. |
Payment Received Notification | Sent to your own team, not your customer: when a customer pays an invoice online, Administrators and Finance Managers who turned on Receive Payment Notifications in their user profile get this email. |
Edit a template
Go to Settings › Email Templates. The templates are listed in alphabetical order.
Click the template's name. The Edit Template popup opens.
Change the Subject and Body.
Available Placeholders below the body lists the placeholders for this template, such as [Invoice Number] or [Due Date]. Type or paste one into the subject or body, and Avaza fills in the real details when it sends the email.Click Save.
To go back to Avaza's original wording, open the template and click Reset to Default.
Good to know
- There's one template of each kind for the whole account. To change the wording of a single email, edit the Subject and Message in the send popup before you send it.
- In a brand-new account, and for a few days after an upgrade from the Free plan, Avaza may send invoices, estimates and reminders with the standard wording, even if you've edited the templates.
- You don't need placeholders for the invoice PDF or the View & Pay Online! button: Avaza adds them when they apply. To rename the button or the invoice link, see invoice templates.
- Apart from Payment Received Notification, the emails Avaza sends your team, such as task notifications, don't have editable templates. Choose which notifications you get in notification settings.
- Avaza sends these emails from its own addresses, on your behalf. See the email addresses Avaza uses.