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Hillel Coren 2018-01-14 12:56:02 +02:00
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18
docs/email_settings.rst
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@ -5,20 +5,30 @@ Email communication with your clients is an important part of the Invoice Ninja
With the Email Settings feature, you can specify certain settings and designs for the notification emails your clients receive from your Invoice Ninja account.
The Email Settings page includes two sections: **Email Settings** and **Email Designs**.
The Email Settings page includes three sections: Email Settings, Email Designs and Email Signature.
Email Settings
""""""""""""""
Reply-To Email: Specify the email address your clients will reply to. (This is the email address that will automatically come up when your clients click "Reply" to your Invoice Ninja emails.)
- **Attach PDFs**: Want to be able to attach PDF files to your emails? Check the Enable box.
BCC Email: If you want to send a copy of your client emails privately to another email address, enter it here. (Your clients won't see it).
- **Invoice Link**: When you email an invoice to a client, the invoice is viewable via a web link that is embedded in the notification email. The default link uses a URL from the Invoice Ninja site. If you wish to change the link to your own website or another subdomain, check the relevant box and enter the URL details.
- **Attach PDFs**: Want the capability to attach PDF files to your emails? Check the Enable box.
- **Attach documents**: Want the capability to attach documents to your emails? Check the Enable box.
Email Design
""""""""""""
- **Email Style**: You can make your emails look more professional by choosing a design layout. Select the desired style by opening the drop-down menu. Available styles are Plain (regular email layout), Light (graphical layout featuring light border) and Dark (graphical layout featuring dark border). To preview the different styles, click the question mark icon at the right end of the field.
- **Enable markup**: Want to give your clients the convenient option to pay you online with a direct link from the invoice notification email? Check Enable markup to add a payment link to the invoice email. Then, your clients can click through to submit an online payment.
- **Enable markup**: Want to give your clients the convenient option to pay you online with a direct link from the invoice notification email? Check Enable markup to add a payment link, or any other call to action, to the invoice email. Then, your clients can click through to submit an online payment.
Email Signature
"""""""""""""""
Customize your email signature by entering free text in the box. Then format and customize the design of your email signature with the formatting toolbar. You can change the font, size or emphasis, underline, add bullets, hyperlinks and much more.
Prefer to design your own email signature in raw HTML? Click the gray Raw button at the bottom right of the free text box. Then enter your HTML and click Update.
Finished customizing your email settings? Click the green Save button to apply the new settings.

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docs/templates_and_reminders.rst
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@ -6,29 +6,31 @@ There are a few different emails your customers receive from you via the Invoice
Email Templates
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Invoice Email / Quote Email / Payment Email
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
You can create separate templates for invoice emails, quote emails and payment emails. To do so, click the relevant tab. The settings you choose will apply for that specific email.
- **Subject Customize**: the subject line of your invoice/quote/payment emails by entering the desired text. You can also enter variables according to your preference, such as invoice number, company name, due date and many more. Click the question mark icon at the right side of the Subject field to view a list of available variables. To reset your entry, click the Reset link just above the question mark icon.
- **Subject**: Customize the subject line of your invoice/quote/payment emails by entering the desired text. You can also enter variables according to your preference, such as invoice number, company name, due date and many more. Click the question mark icon at the right side of the Subject field to view a list of available variables. To reset your entry, click the Reset link just above the question mark icon.
- **Body**: Customize the email body text by entering the desired text. You can also enter variables according to your preference. Click the question mark icon at the right side of the Subject field to view a list of available variables. To reset your entry, click the Reset link just above the right hand side of the body text box.
- **Toolbar**: Immediately below the body text box, there is a bar featuring all the formatting tools you need to customize your invoice email, including font style, font size, bold/italics/underline, strikethrough, font color, background color, numbering, bulleting, alignment and hyperlinks.
- **Raw**: You can customize your invoice/quote/payment emails via raw HTML. Click the gray Raw button at the bottom right of the section. A window will open. Enter your HTML code. When you're done, click Update.
- **Preview**: Want to view the email exactly as your client will see it? Preview your invoice/quote/payment email in a separate window at any time by clicking the blue Preview button.
.. TIP:: Any changes you make to your email settings will instantly appear in the preview at the right hand side of the page. See how your email template will look as you are creating it, so you can get it just right.
.. TIP: Any changes you make to your email settings will instantly appear in the preview at the right hand side of the page. See how your email template will look as you are creating it, so you can get it just right.
Reminder Emails
"""""""""""""""
Sometimes, your clients need a friendly reminder about their outstanding payments. Invoice Ninja enables up to 3 reminder emails, and you can totally customize the email content and delivery schedule according to your preference.
First Reminder / Second Reminder / Third Reminder
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To activate the reminder function, check the Enable box of the First Reminder tab. (TIP: To activate the second and third reminder emails, you'll need to enable them separately. Open the relevant tab and check the Enable box.)
Schedule Define the schedule for the reminder email by selecting values for the three schedule boxes: the number of days after/ days before the due date/ invoice date. The reminder will be sent according to the values you select in these three fields.
You can create separate templates for the first, second and third reminder emails. To do so, click the relevant tab. The settings you choose will apply for that specific reminder email.
- **Schedule**: Define the schedule for the reminder email by selecting values for the three schedule boxes: the number of days after/ days before the due date/ invoice date. The reminder will be sent according to the values you select in these three fields.
- **Send Email**: If you want the reminder email to be sent automatically according to your defined schedule, check the Enable box. If you do not check Enable, no reminder email will be sent.
- **Late Fee Amount**: Specify a late fee amount to add to the invoice for overdue payments. You can add a different amount for each reminder email (i.e. you may want to increase the late fee with each late reminder email.)
- **Late Fee Percent**: Specify the late fee as a percentage of the invoice amount.
- **Subject**: Customize the subject line of your reminder email by entering the desired text. You can also enter variables according to your preference, such as invoice number, company name, due date and many more. Click the question mark icon at the right side of the Subject field to view a list of available variables. To reset your entry, click the Reset link just above the question mark icon.
- **Body**: Customize the email body text by entering the desired text. You can also enter variables according to your preference. Click the question mark icon at the right side of the Subject field to view a list of available variables. To reset your entry, click the Reset link just above the right hand side of the body text box.
- **Toolbar**: Immediately below the body text box, there is a bar featuring all the formatting tools you need to customize your reminder email, including font style, font size, bold/italics/underline, strikethrough, font color, background color, numbering, bulleting, alignment and hyperlinks.
- **Raw**: You can customize your reminder email via raw HTML. Click the gray Raw button at the bottom right of the section. A window will open. Enter your HTML code. When you're done, click Update.
- **Preview**: Want to view the reminder email exactly as your client will see it? Preview your reminder email in a separate window at any time by clicking the blue Preview button.
.. TIP:: Any changes you make to your reminder email settings will instantly appear in the preview at the right hand side of the page. See how your reminder email template will look as you are creating it, so you can get it just right.