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      How do I manage my Emails & Templates?

      Emails & Templates allow you to customize the Subject and Body in the emails sent to your Clients, as well as a custom Email Signature to deliver a great client experience. You can also manage your email notifications sent to you based on certain activity in your account. 

      Emails & Templates are available on trials, Premium and Select plans only.

       

       

      Access your Emails & Templates with these steps: 

      1. Click on the gear icon
      2. Then click on Emails & Templates

       

      Reply-To Email

      The Reply-To Email Address is used on all emails FreshBooks sends to your Clients on your behalf, so any replies go back to this email used. For more information about our mail delivery systems, click here.

      Click on Change reply-to email and choose between:

      • Reply emails are sent to the sender (you or a team member) who emailed the client - Whoever created the Invoice, Estimate or Proposal will be the one to receive any email updates and replies on them
        • If the Team Member is deleted, email replies go to the Owner instead
      • Reply emails are sent to a specific email - All replies go to a specific email, regardless of who created the Invoice, Estimate or Proposal

       

      Emails to Clients

      Customize the emails to your Clients by editing the Subject and Body as well as using Dynamic Fields (also known as dynamic variables and placeholder text) to auto-populate specific details. These templates are available to be edited:
      Email templates with links to edit each email type.

      • New Invoice - When a new Invoice is sent
      • New Recurring Invoice - When a new generated invoice from a Recurring Template is sent
      • Online Payment Notification - When an online payment has been processed on an Invoice
      • Automatic Recurring Payment Notification - When an Invoice has been automatically paid upon being generated by the Recurring Template (this is sent to the Primary Client only)
      • Advanced Payment Notification - When you've charged the Client's credit card on an Invoice (with Advanced Payments add-on only)
      • New Estimate - When a new Estimate is sent
      • New Proposal - When a new Proposal is sent


      Note:
      If you’re looking to edit your Late Payment Reminder emails, those are customized in your Client’s Profiles.


      To edit your Email Templates, use these steps:

      1. Click on the gear icon
      2. Then click on Emails & Templates
      3. In the Emails to Clients tab, click on the Email Template you want to edit
      4. Customize the Subject and Body as needed, and click on the lightning bolt icon to add Dynamic Fields as needed (or type :: for a shortcut of all available Dynamic Fields)
        New invoice email template with subject and body to be customized.
      5. To see what the new template will look like, click on the Preview toggle to turn it on
      6. When you’re done, click Save to finish.


      These Dynamic Fields are available for you to add on specific Email Templates:

      • Company Name
      • First Name
      • Invoice/Estimate/Proposal Amount
      • Invoice Due Date
      • Invoice/Estimate/Proposal Number
      • Payment Amount
      • Payment Date

       

      Email Signature

      Create your own email signature that will go at the bottom of every email sent to your Clients by FreshBooks on your behalf:

      1. Click on the gear icon
      2. Then click on Emails & Templates
      3. In the Emails to Clients tab, under the Additional Customization area, enter your signature in the Email Signature field
        Email signature field.
      4. Click Save Changes to finish.

       

      Remove FreshBooks Branding

       

      Remove FreshBooks Branding is available for certain users and Select plans only.

       

      Click to slide the toggle on to remove the FreshBooks branding from the bottom of all emails sent from FreshBooks to your Clients.

       

      Email with FreshBooks branding on bottom.

      With Branding

      Email with no FreshBooks branding on bottom.

      Without Branding

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