Send an invoice

Email an invoice to a customer. email templates 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, 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 web app. On the Settings page, click Email Templates under Receivables to view and edit the current email template.

Send a payment invoice to a customer
Open Recipe
Click Try It! to start a request and see the response here!