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Invoice Email Template

RonPRonP Member Posts: 2

I'm trying to figure out how to setup the invoice email so it defaults with some standard text rather than being blank. The email for receipt email defaults with some text but not for sending an invoice. Is there someplace to change this or would that have to be a new feature?

in Sales & Invoicing

Comments

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @RonP.

    There currently isn't a way to set up a default message to accompany all of your invoices. Those have to be entered manually when you hit the send button.

    Do you just find that email is a bit too blunt as it is, or is there specific information you'd like to relay to your clients through that email? I do understand how that would be a useful feature, but I'd love to learn more about how it would be a useful tool for you, specifically, in the context of your business.

  • RonPRonP Member Posts: 2

    Alexia, I just like to write a note to my clients in the email. "Jane, here is your invoice for the widgets. Thank you. -Ron" Something simple. It would be really cool if it auto-populated the name base on the contact info. I just don't like sending an email with nothing. Thank you.

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Thanks for the feedback, @RonP!

    I can't promise anything, but I can tell you that input from Wavers has a significant impact on what we choose to build next, so thank you for taking the time to share!

  • JonoJono Member Posts: 1

    I'd like to second this. Is there a feature request/vote thread somewhere?

  • SamdSamd Administrator Posts: 560 admin

    Hey @Jono, thanks for the feature request! And no worries, there isn't an exact spot for feature requests at the moment. We have some threads specific to certain features, but we track the posts in community so if anyone would like to see a feature we can submit one for them.

  • WilemJSWilemJS Member Posts: 2

    I second. Most of the big accounting software players like Sage and Intuit have this feature. It will really be a game changer.

  • pixelstuffpixelstuff Member Posts: 2

    I second this also. I was trying to come over from Fusion Invoice (which as far as I know was developed by a single person, yet has email templates among other things like custom payment terms). It seems like Wave is missing so many common features like this I'm finding myself continuing to look for other solutions.

    edited January 24, 2019
  • PaulKMPaulKM Member Posts: 1

    I'll second it, its a pain having to rewrite emails constantly. All of the other packages I use have that basic functionality. Its a bit of a miss to be honest.

  • BoJuelBoJuel Member Posts: 1

    Would love default message from the Invoice so my clients can have a link to my Google or my BBB for reviews.

  • BHMBHM Member Posts: 2

    I would love to set up my own default message too and then be able to go in and personalise it to the client a little more. This would save me sooooo much time as the info I have to put in there for every client is lengthy 😫

  • Matt_PMatt_P Member Posts: 1

    Also seconding this! I was very surprised to see that this feature did not yet exist. There are so many other great automations and templates in Wave, hopefully invoice e-mail templates are coming soon.

  • kboykin23kboykin23 Member Posts: 1

    Please add this feature already, QuickBooks has it and its the only thing I miss about their software.

  • DesignicDesignic Member Posts: 1
    I’d love to be able to customise a simple template with some of the client data also. Something like: Hi [FName],
    Pleasure doing business. Here’s the incoice for [JobTitle].
    Any questions just ask.
    Kind regards.

    On a similar note, I’d also love to be able to edit the payment receipt template—or at least change the first line from the company name to the customers name so that I’m addressing a person.
  • LyndaLynda Member Posts: 3

    Definitely like to see templates for emails being sent for invoices, estimates, payment receipts, etc. Everyone has their own preferred communication style and it doesn't make sense to modify standard emails every time they go out.

  • Ryan_WRyan_W Administrator Posts: 461 admin

    Hey everyone, thanks for all of your feedback on this! This is an oft-requested feature, and we're looking to make refinements to the invoicing tool in the near future so this is a great time to share this!

  • Kel520Kel520 Member Posts: 3

    I mentioned the ability to have a pre invoice message drop down box to wave ages ago when they put out there "suggestion box". To no avail, What I've had to do is write my message in Word, copy, then paste it on every invoice I send out. Works of course but a bit of a faf.

  • EverestEverest Member Posts: 1

    Would love for this feature to be added! Couldn't believe there wasn't a default message you could add into the settings for invoices/estimates.

    Sending a blank email is very disrespectful, and having to re-write one every time is very tedious.

  • ChelseaKChelseaK Administrator Posts: 270 admin

    @Everest Thanks for checking in and weighing in on this! We love learning more about how we can improve to suit business owners' needs. :)

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