Different types of e-mails per type of invoice

We've made it possible to send, for example, a different e-mail with a storage invoice.

In this article, I'll explain how you can send a different e-mail message for, for example, a storage invoice.

Step 1

Create a new message

Different types of e-mails per type of invoice: screenshot 1

Step 2

Give your message a name and indicate which situation it belongs to

Different types of e-mails per type of invoice: screenshot 2

Step 3

Adjust your message as desired

Tip: don't forget your English template either!

Different types of e-mails per type of invoice: screenshot 3

Step 4

Create a template for a storage invoice

Different types of e-mails per type of invoice: screenshot 4

Step 5

Fill in all the fields

Different types of e-mails per type of invoice: screenshot 5

Step 6


The last step!
Link the e-mail template you just created to the invoice template

Different types of e-mails per type of invoice: screenshot 6

Ready!

Now you're done, and from now on your customer will receive a bespoke e-mail for their storage invoices in this example.

If you have any questions, ask them in the Intercom chat!

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