Email Templates
What are email templates?
Quote Email Templates
Invoice Email Templates
Payment Receipt Email Templates
What are email templates?
Email templates allow customization of email sent from FusionInvoice. The templates are located in System
Settings
on the Email tab and can contain HTML and a number of dynamic variables which will be replaced with the
appropriate
values when the email is sent.
*Starting with version 2019-3 and later, Custom Fields may be used within all email templates.
They should be referenced using the customField('Field_Label') function.
Ie. {{ $invoice->client->customField('Favorite Color') }}
Quote Email Template
The variables listed below can be used in the following fields in System Settings on the Email tab:
- Quote Email Subject
- Default Quote Email Body
- Quote Approved Email Body
- Quote Rejected Email Body
- Quote Information
- Issue Date: {{ $quote->formatted_created_at }}
- Expiration Date: {{ $quote->formatted_expires_at }}
- Number: {{ $quote->number }}
- Status: {{ $quote->status_text }}
- Summary: {{ $quote->summary }}
- Public URL: {{ $quote->public_url }}
- Terms: {{ $quote->formatted_terms }}
- Footer: {{ $quote->formatted_footer }}
- Total Amount: {{ $quote->amount->formatted_total }}
- Client Information
- Name: {{ $quote->client->name }}
- Address: {{ $quote->client->formatted_address }}
- Phone: {{ $quote->client->phone }}
- Fax: {{ $quote->client->fax }}
- Mobile: {{ $quote->client->mobile }}
- Email: {{ $quote->client->email }}
- Website: {{ $quote->client->web }}
- User Account Information
- Name: {{ $quote->user->name }}
- Company: {{ $quote->companyProfile->company }}
- Address: {{ $quote->user->formatted_address }}
- Phone: {{ $quote->user->phone }}
- Fax: {{ $quote->user->fax }}
- Mobile: {{ $quote->user->mobile }}
- Website: {{ $quote->user->web }}
Example Subject:
Quote #{{ $quote->number }}
Example Body:
<p>To view your quote from {{ $quote->user->name }} for {{ $quote->amount->formatted_total }}, click the link below:</p>
<p><a href="{{ $quote->public_url }}">{{ $quote->public_url }}</a></p>
Invoice Email Template
The variables listed below can be used in the following fields in System Settings on the Email tab:
- Invoice Email Subject
- Default Invoice Email Body
- Overdue Email Subject
- Default Overdue Invoice Email Body
- Upcoming Payment Notice Email Subject
- Upcoming Payment Notice Email Body
- Invoice Information
- Issue Date: {{ $invoice->formatted_created_at }}
- Due Date: {{ $invoice->formatted_due_at }}
- Number: {{ $invoice->number }}
- Status: {{ $invoice->status_text }}
- Summary: {{ $invoice->summary }}
- Public URL: {{ $invoice->public_url }}
- Terms: {{ $invoice->formatted_terms }}
- Footer: {{ $invoice->formatted_footer }}
- Total Amount: {{ $invoice->amount->formatted_total }}
- Amount Paid: {{ $invoice->amount->formatted_paid }}
- Balance: {{ $invoice->amount->formatted_balance }}
- Client Information
- Name: {{ $invoice->client->name }}
- Address: {{ $invoice->client->formatted_address }}
- Phone: {{ $invoice->client->phone }}
- Fax: {{ $invoice->client->fax }}
- Mobile: {{ $invoice->client->mobile }}
- Email: {{ $invoice->client->email }}
- Website: {{ $invoice->client->web }}
- User Account Information
- Name: {{ $invoice->user->name }}
- Company: {{ $invoice->companyProfile->company }}
- Address: {{ $invoice->user->formatted_address }}
- Phone: {{ $invoice->user->phone }}
- Fax: {{ $invoice->user->fax }}
- Mobile: {{ $invoice->user->mobile }}
- Website: {{ $invoice->user->web }}
Example Subject:
Invoice #{{ $invoice->number }}
Example Body:
<p>To view your invoice from {{ $invoice->user->name }} for {{ $invoice->amount->formatted_total }}, click the link below:</p>
<p><a href="{{ $invoice->public_url }}">{{ $invoice->public_url }}</a></p>
<p>{{ $invoice->user->formatted_address }}</p>
Payment Receipt Email Template
The variables listed below can be used in the following fields in System Settings on the Email tab:
- Payment Receipt Email Subject
- Default Payment Receipt Body
- Payment Information
- Payment Date: {{ $payment->formatted_paid_at }}
- Payment Amount: {{ $payment->formatted_amount }}
- Payment Note: {{ $payment->formatted_note }}
- Payment Method: {{ $payment->paymentMethod->name }}
- Invoice Information
- Issue Date: {{ $payment->invoice->formatted_created_at }}
- Due Date: {{ $payment->invoice->formatted_due_at }}
- Number: {{ $payment->invoice->number }}
- Status: {{ $payment->invoice->status_text }}
- Summary: {{ $payment->invoice->summary }}
- Public URL: {{ $payment->invoice->public_url }}
- Terms: {{ $payment->invoice->formatted_terms }}
- Footer: {{ $payment->invoice->formatted_footer }}
- Total Amount: {{ $payment->invoice->amount->formatted_total }}
- Amount Paid: {{ $payment->invoice->amount->formatted_paid }}
- Balance: {{ $payment->invoice->amount->formatted_balance }}
- Client Information
- Name: {{ $payment->invoice->client->name }}
- Address: {{ $payment->invoice->client->formatted_address }}
- Phone: {{ $payment->invoice->client->phone }}
- Fax: {{ $payment->invoice->client->fax }}
- Mobile: {{ $payment->invoice->client->mobile }}
- Email: {{ $payment->invoice->client->email }}
- Website: {{ $payment->invoice->client->web }}
- User Account Information
- Name: {{ $payment->invoice->user->name }}
- Company: {{ $payment->invoice->companyProfile->company }}
- Address: {{ $payment->invoice->user->formatted_address }}
- Phone: {{ $payment->invoice->user->phone }}
- Fax: {{ $payment->invoice->user->fax }}
- Mobile: {{ $payment->invoice->user->mobile }}
- Website: {{ $payment->invoice->user->web }}
Example Subject:
Payment Receipt for Invoice #{{ $payment->invoice->number }}
Example Body:
<p>Thank you! Your payment of {{ $payment->formatted_amount }} has been applied to Invoice #{{ $payment->invoice->number }}.</p>