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Customization for emailed Invoice

The Invoice option needs to have the ability for some customization.  Currently there is none and it just looks like a spam email.  There should be a way to add a personal note and a custom signature that includes the contact information for the company in a editable font so that customers know who it is from and that it is a legitimate email.

  • Guest
  • May 3 2017
  • Planned
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    28 Jul 07:29am

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  • Guest commented
    24 Jul 12:58pm

    Standardizing invoice formats is key to maintaining a consistent look and structure. This not only enhances the professional image of your business but also strengthens brand identity. As Ofer B. suggests, uniform formatting helps customers quickly recognize and comprehend the details on the invoice.

  • anton122 anton122 commented
    1 Jun 07:19am

    ggg

  • rohan sagar commented
    5 Nov, 2023 04:36am

    Consistency: Standardizing the format of your invoices ensures consistency in appearance and structure. It provides a uniform and professional image for your business, enhancing brand identity and recognition. Consistent formatting also helps customers easily identify and understand the information presented on the invoice.


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    23 Apr, 2023 08:22am

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  • Suzanne Morar Morar commented
    8 Nov, 2022 06:12am

    When creating an emailed invoice, it is important to customize the template to match the company’s branding and style.

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  • Freddy Sanchez commented
    11 Nov, 2021 05:12am

    How do I change the template on invoices

    1. Click the Gear icon.

    2. Under Your Company, click Custom Form Styles.

    3. To create a new template, click the New style button in the upper right-hand corner.

    4. Select Invoice.

    5. Go to the Design tab to edit the template name, logo, color, font, and margins.

    6. mcdvoice

  • Freddy Sanchez commented
    10 Nov, 2021 06:53am

    How do I change the template on invoices

    1. Click the Gear icon.

    2. Under Your Company, click Custom Form Styles.

    3. To create a new template, click the New style button in the upper right-hand corner.

    4. Select Invoice.

    5. Go to the Design tab to edit the template name, logo, color, font, and margins.

  • Larry Greenfelder commented
    8 Nov, 2021 06:51am

    Include the invoice as an attachment. Don't paste your invoice into the body of the email, Include all the important information in the subject line,Consider using an invoice template,Make sure your invoice includes everything the client needs to know.


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  • Guest commented
    28 Sep, 2021 02:00pm

    We lately switched merchant money owed and were formerly the usage of zoho invoicing, mx invoice has an extended, long manner to Get Your Assignment Done head. It is manner too simplistic right now, but with a bit of luck the programmers are listening and placing a number of those stuff in to make a better product.

  • Guest commented
    28 Sep, 2021 01:58pm

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  • Guest commented
    28 Sep, 2021 01:56pm

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  • Richard Joseph commented
    15 Sep, 2021 10:20am

    There is a way to add personal signatures to emails. You can search on youtube for a detailed answer and you are good to go. If you are good at email writing and want to sell your services, you can sign up at TaskShift and create your offers to get orders, best place to hire a logo designer

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