Use this guide to locate and edit email templates in the Invoices (11) group. Each section below explains what the template is used for and how to find it in Email templates.
How to locate and edit email template 14.1: Send Credit invoice → Candidate
Purpose: Use this template when you want to edit the email sent to a candidate when you send a credit invoice.
Template Details:
Category: Invoices
Template ID: 14.1
Name: Send Credit invoice → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.1 Send Credit invoice → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.1 Send Credit invoice → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.2: Send Sales invoice → Client
Purpose: Use this template when you want to edit the email sent to a client when you send a sales invoice.
Template Details:
Category: Invoices
Template ID: 14.2
Name: Send Sales invoice → Client
Recipient Type: Client
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.2 Send Sales invoice → Client.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.2 Send Sales invoice → Client is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.3: Send Credit invoice → Client
Purpose: Use this template when you want to edit the email sent to a client when you send a credit invoice.
Template Details:
Category: Invoices
Template ID: 14.3
Name: Send Credit invoice → Client
Recipient Type: Client
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.3 Send Credit invoice → Client.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.3 Send Credit invoice → Client is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.4: Send Consolidated Sale Invoice → Client
Purpose: Use this template when you want to edit the email sent to a client when you send a consolidated sales invoice.
Template Details:
Category: Invoices
Template ID: 14.4
Name: Send Consolidated Sale Invoice → Client
Recipient Type: Client
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.4 Send Consolidated Sale Invoice → Client.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.4 Send Consolidated Sale Invoice → Client is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.5: Send retained invoice email to accountant (manual)
Purpose: Use this template when you want to edit the email used to manually send a retained invoice email to an accountant.
Template Details:
Category: Invoices
Template ID: 14.5
Name: Send retained invoice email to accountant (manual)
Recipient Type: Accountant
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.5 Send retained invoice email to accountant (manual).
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.5 Send retained invoice email to accountant (manual) is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.6: Send retained invoice email to accountant (automated)
Purpose: Use this template when you want to edit the automated email sent to an accountant when a retained invoice email is generated automatically.
Template Details:
Category: Invoices
Template ID: 14.6
Name: Send retained invoice email to accountant (automated)
Recipient Type: Accountant
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.6 Send retained invoice email to accountant (automated).
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.6 Send retained invoice email to accountant (automated) is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.7: Send Self-Bill invoice → Candidate Company Representative
Purpose: Use this template when you want to edit the email sent when you send a self-bill invoice to a candidate’s company representative.
Template Details:
Category: Invoices
Template ID: 14.7
Name: Send Self-Bill invoice → Candidate Company Representative
Recipient Type: Candidate Company Representative
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.7 Send Self-Bill invoice → Candidate Company Representative.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.7 Send Self-Bill invoice → Candidate Company Representative is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.8.1: Click invoice consolidation: time expired → user
Purpose: Use this template when you want to edit the internal notification email sent when invoice consolidation times out (time expired).
Template Details:
Category: Invoices
Template ID: 14.8.1
Name: Click invoice consolidation: time expired → user
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.8.1 Click invoice consolidation: time expired → user.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.8.1 Click invoice consolidation: time expired → user is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.9.1: Click invoice consolidation: task failure → user
Purpose: Use this template when you want to edit the internal notification email sent when invoice consolidation fails (task failure).
Template Details:
Category: Invoices
Template ID: 14.9.1
Name: Click invoice consolidation: task failure → user
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.9.1 Click invoice consolidation: task failure → user.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.9.1 Click invoice consolidation: task failure → user is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.10.1: Invoice generation from Timesheets: task failure → User
Purpose: Use this template when you want to edit the internal notification email sent when invoice generation from timesheets fails.
Template Details:
Category: Invoices
Template ID: 14.10.1
Name: Invoice generation from Timesheets: task failure → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.10.1 Invoice generation from Timesheets: task failure → User.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.10.1 Invoice generation from Timesheets: task failure → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 14.10.2: Invoice generation from Expenses: task failure → User
Purpose: Use this template when you want to edit the internal notification email sent when invoice generation from expenses fails.
Template Details:
Category: Invoices
Template ID: 14.10.2
Name: Invoice generation from Expenses: task failure → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Invoices.
Choose 14.10.2 Invoice generation from Expenses: task failure → User.
Select Default variant (or your custom variant).
In the left panel, the group Invoices is selected.
The template 14.10.2 Invoice generation from Expenses: task failure → User is highlighted.
Under it, Default is visible as the variant option.