In Taskip, you can send invoices using custom-designed email templates to maintain brand consistency and professionalism. This feature allows you to personalize the communication your client receives with dynamic placeholders and reusable layouts.

Steps to Send an Invoice with a Custom Email Template #

1. Go to the Invoices Section

• From the sidebar, click on Invoices
• Locate the invoice you wish to send

2. Open the Send Menu

• Click the dropdown menu (three-dot icon) next to the invoice
• Select Send to client

3. Choose Sending Time

• From the dialog box, choose when to send the invoice:
  • Send Now (default)
  • Send Later (optional scheduling feature, if supported)

4. Enable Custom Email Template

• Toggle the switch next to Send Custom Template to activate the template selection field

5. Select an Email Template

• A search box will appear
• Search and select the appropriate email template (e.g., “Payment Due Reminder”)
• The email body will use this template when the invoice is sent

6. Click “Send to Client”

• Once the settings are confirmed, click Send to client
• The invoice will be emailed using the selected custom template

Why Use Email Templates for Invoices #

• Maintain brand consistency in all outgoing communications
• Save time with reusable, pre-formatted designs
• Ensure important details are never missed using dynamic placeholders
• Make a professional impression with visually styled content

Best Practices #

• Use placeholders like {{Full_name}}, {{Invoice_url}}, and {{Total}} for dynamic personalization
• Always preview your template when designing to ensure layout and content render properly
• Create different templates for various use cases (e.g., first invoice, follow-up, overdue reminder)

Frequently Asked Questions (FAQ) #