Unlock the potential of MyInvoiceOnline.co.uk as it empowers you to create custom email templates tailored for sending invoices, reminders, and thank-you emails. This invaluable feature streamlines your invoicing process and offers the flexibility to craft email content as per your preferences.
Setting up Email Templates
Designing your own email templates is simple, user-friendly, and a great way to streamline your communication with clients. To get started, head over to the My Account section and choose Email Templates.
Picking the Right Template
From the top menu, select the kind of email template you wish to create.
MyInvoiceOnline.co.uk offers three main types:
📄 Sending an invoice by email - a message that accompanies the invoice when sent
⚠️ Payment reminder - a gentle nudge for overdue payments
✅ Thank you note - a message to acknowledge payment receipt
Just click on the template you need and start customising.
Customising the Template
Within the editor, you’ll have the ability to modify:
Email subject line - the brief headline visible to your recipient
Email content - the body where you can personalise your communication
Feel free to adjust the text as you need.
MyInvoiceOnline.co.uk allows you to insert automatically insert a specific information, including:
invoice ID
payment due date
invoice total
bank details or payment instructions
Keeping your contact list organised is important as well. For assistance, see our guide on Managing Contacts.
Email preview
While editing, you can click Preview at any time to see a live example of what the email will look like once sent.
Using the preview feature helps ensure:
dynamic fields are properly populated
text layout and formatting are correct
the overall appearance is polished and professional
When you’re satisfied with the final version, click Save to store your new template.
📄 Sending invoice by email
To send an invoice by email, simply enter the client’s email address and apply your prepared template. The system will automatically fill in all relevant details, and your invoice will be on its way with your custom message.
⚠️ Sending a Reminder for Payment
Inside the Issued Invoices area, you can quickly access and use email templates depending on the invoice’s status.
Here’s how:
Find the invoice that has passed its due date
Click the "Send" icon located beside the invoice
Select the Reminder template and send it to your client
A quick reminder often helps speed up payment without the need for further action.
✅ Sending a Thank You Email
For invoices that have already been paid, it’s easy to send a thank you note.
Here’s what to do:
Navigate to the Issued Invoices section
Hit the "Send" icon next to a paid invoice
Choose the Thank You template and send it
Acknowledging payments strengthens customer relationships and builds loyalty.
Need clarification about the different invoice statuses? Take a look at our article on Invoice Statuses for a clear and complete overview.
