Email an invoice to a customer.
BILL email templates
BILL provides an email template with a header and content body. In the email template, you can use tokens to automate fields, such as customer name, invoice number, and amount due. When you use a token, BILL automatically populates the data value for that token.
You can set a range of tokens for automating fields in the email template.
{:Customer.Name:}
: Customer name{:Invoice.Number:}
: Invoice number{:Invoice.AmountDue:}
: Invoice amount due{:Invoice.DueDate:}
: Invoice due date{:Link_Pay_Invoice:}
: URL for the customer to pay the invoice{:Sender.Org:}
: Sender organization name{:Thanks:}
: Email signature
For example, all the fields are automatically populated in this message based on the invoiceId
in your /SendInvoice.json
request.
Hello {:Customer.Name:}, your invoice {:Invoice.Number:} is due on {:Invoice.DueDate:}.
Note: You can change the default email template only with the BILL web app. On the Settings page, click Email Templates under Receivables to view and edit the current email template.