Configuring Templates

PDF and Email Templates

This section allows you to edit the templates for Invoices or quotes, using either HTML Template or CSS Templates. 

If you select the Email templates you will be able to either Enable or Disable the template. By disabling the template the relevant email will never be sent to users. On all templates at the top right, you are able to Preview or Save changes you have done to the template.

There is a section to add a Subject title to your email template, then below that is the Templates you are able to edit.

 

Email templates contain HTML only, CSS may be embedded into HTML. 

In addition to HTML all our templates support the TWIG markup language, more information on markup and variables can be found on our Helpdesk or the TWIG documentation.

 

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