Email an invoice to a customer. To email an invoice with the default BILL email template, do not set the subject
field and leave the content body
as empty.
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.