Invoice Email Template

Default subject, body, greeting, and recipients when emailing invoices.

Published June 18, 2026 · 3 min read

Overview

Configure the default email sent when you email an invoice to a customer.

Where in the app: Business Settings → Default Values → Invoice Email Template
Open: Invoice email

Separate from the quote template — invoices often need different tone and payment instructions.

Section	Options
Greeting	Greeting text; name format (Full Name or First Name)
Send Email	Reply-to, Cc, Bcc
Subject	Default subject line
Message body	Rich-text email body
Other	Send attachments; include company logo in email

Click Save Changes after editing.