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21st January, 2021 (New Customizable Email Templates)

Additional Customizable Email Templates are now Live🎉

Additional Customizable Email Templates

Email templates for -

📂Invoice Module:

  • Email Template when a recurring invoice in generated.

💂Customer Module:

  • Email Template when a file is sent to the customer.

  • Email Template for inviting customer to Client Portal.

  • Email template when a file is shared in Client portal.


  • Ability to automatically CC the creator of Invoice and Proposal in reminder emails.

  • Ability to fetch First name and Last name as merge fields.