Using Invoice Email Templates

Use Invoice Email Templates to customize your Invoice emails. AthleteOne has developed standard Invoice Templates that are used as the default when Invoice emails are sent to  your clients. You can use Invoice Templates to modify these standards templates to meet your specific business needs.

Current list of Invoice Email Templates:
  • New Invoice - used when sending a New Invoice to your client
  • Past Due Invoice - used to notify your client that an Invoice is past due 
  • Payment Received - used to notify your client that a Payment was received
Follow the instructions below to modify an Invoice Email Template:
  1. In AthleteOne, navigate to My Account > Invoice Preferences > Email Templates.
  2. Select the Invoice Email Template you want to modify from the drop-down menu.
  3. You can now modify the Subject and Body of the selected Invoice Template by adding or deleting Field Variables, changing the formatting, etc.
  4. Click the Save button to save the selected Invoice Email Template as your new default.
Note:  Once an Invoice Email Template is modified and saved, that Template will be used for the invoice email to your clients instead of the original default Invoice Email Template.

Using Field Variables

The Insert Field Variable drop-down menu will allow you to insert AthleteOne fields from your Account and Contacts into the Email Template. Field Variables need to be surrounded by {{}} to let the template editor know to look for the variables. To use a variable, place the cursor in the text area where you would like to insert the variable and select the Field Variable from the drop-down menu. To type the variable in manually, use this example: {{contact.full_name}}. See Field Variables for Email Templates for a complete list of variables and filters you can use. 

See Also:
Emailing Contacts, Sending Email, Using Email Templates

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