How to Add or Update the Service Invoice Email Template

The Service Invoice Email Template ensures consistent and professional communication when sending workshop invoices via email. This guide explains how to locate and update the template text for your workshop invoices to reflect your organisation's messaging requirements.

Steps to Add or Update the Workshop Invoice Template

1. Access the Workshop Module:

   • Navigate to the Workshop Module in your system.

2. Open Service Parameters:

   • Go to Service Parameters and select the button for Email/SMS.

3. Locate the Invoice Template Tab:

   • Within the Email/SMS settings, select the tab labelled Email Invoice Text.

4. Add or Update Text:

   • Use the text editor to add or amend the workshop invoice text as needed.
   • Ensure the message is clear, professional, and includes any necessary details (e.g., payment instructions or contact information).

5. Save Changes:

   • Once your updates are complete, click Save to apply the changes to the invoice template.

Key Considerations

• Professional Tone:

  • Ensure the template reflects a professional tone and includes all necessary details, such as invoice reference numbers and contact information.

• Testing:

  • After updating the template, send a test email to verify that the formatting and content display correctly.

• Customisation Options:

  • You can tailor the message for specific needs, such as adding promotional content or reminders about upcoming services.

Scenarios Where This Process is Useful

• Updating the template to include new contact information or payment details.
• Customising messaging for promotions or service updates.
• Ensuring all customers receive consistent and clear invoice communications.