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How to modify the invoice email?

In addition to the fields that are printed to the PDF, the invoice template also includes texts for the email that JustOn can send to distribute the rendered PDF documents (see Distributing Invoices). These fields include:

Template Section Field Description
Email Text PDF Name Specifies the name for the generated PDF file. It can contain placeholders, the default is [InvoiceDate]_[InvoiceNo]_[AccountName].pdf.
Attach Files To Outgoing Email (checkbox) Controls whether attached files are included in any outgoing email.
Email File Types Defines which file types will be attached to emails (comma separated list of file extensions). For example, pdf,csv sends all PDF and CSV files; if empty (default), all files files are attached except for transaction table HTMLs.
Email Sender Defines an email sender address. Note that this address must be available as an organization-wide email address.
Email Subject Defines the default email subject. Can include placeholders, like Invoice: [InvoiceNo] (default).
Email Body Defines the plain text body for the email. Can include placeholders, and line breaks are considered.
Make sure that the email text includes the placeholder [InvoiceLink] (up to JustOn 2.48) or [PaymentLink] (as of JustOn 2.49) for the recipients to be able to access the invoice or payment page.
Email HTML Body Defines a rich HTML body text for the email. The editing area of this field includes an inline HTML editor.
Make sure that the email text includes the placeholder [InvoiceLink] (up to JustOn 2.48) or [PaymentLink] (as of JustOn 2.49) for the recipients to be able to access the invoice or payment page.

Note

Email Body is ignored if there is content in Email HTML Body.

Info

If you send email with non-Latin data, like the Euro symbol, Hebrew, Chinese, Japanese, Russian, etc., set your email encoding to Unicode (UTF-8). For details, see Why do PDF files or emails contain garbage characters?.

To edit the email contents:

  1. Open the template to be edited.
  2. Click Edit.
  3. In the Email Text section, modify the fields as required.
  4. Click Save.

Related information:

Template Structure and Building Blocks
Customizing Templates