Skip to main content

Create an Email template

We will create a Sales invoice Email template. This will be used to send out the Sales invoice to the customer.

Create a new Email template​

  1. Navigate to EasyDox > Setup > EasyDox Email template and click on New.
  2. Enter the following details:
    • Email template Id: ED0001
    • Description: Sales invoice template
    • Type: Customer invoice
    • Language: This will be defaulted to the company language
  3. Click on Save.

You will now have a new Email template and a default message. But we need to add a message to that.

EasyDox Email template

Add Email template message​

For this we will download a template from the Template gallery OR you can even make your own.

  1. Click on Email messages
  2. Click on New
  3. Enter the following details:
    • Language: This will be defaulted to the company language
    • Subject: Your invoice @DocumentNumber@ from @CompanyName@
    • File name: Tax Invoice @DocumentNumber@
  4. Select Upload file and choose the file you downloaded
  5. Click Email message preview to see the preview of the email message
info

Note: the File name doesn't have the file extension as that is picked up from the report format that is printed by D365