Email Template

Email Templates can be created in OneTrack to easily set a format of emails for different kinds of transactions.

Go to Settings > Templates > Email Templates.

Invoice Template

Write a Subject for the email. Autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.

  • Check Use Greeting to set a default greetings before the message of the email.
  • Write the message of the email inside the Body textbox. Autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.
  • Check Include Invoice Body to Email to have a copy of the invoice inside the email.
  • Preview is at the right side to see how the email looks like then SAVE.

Invoice Reminder Template

Template for Invoice Reminder can also be created in OneTrack. Go to Settings > Templates > Email Templates > Invoice Reminder Template tab.

  • Write a Subject for the Invoice Reminder Email. Autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.

  • Check the Use Greetings and choose from the dropdown menu.
  • Create and write the message inside the Body, autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.
  • Preview of the email is also available at the right side for checking then SAVE.

Estimate Template

Template for Estimate email can be set in Settings > Templates > Estimate Template tab.

  • Write a Subject for the email, autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.
  • Check the Use Greeting and choose from the dropdown menu.
  • Write the message in the Body,
  • autofill for Invoice Number, Company Name and Customer Name can be added by clicking them below the Body textbox.
  • Preview is available at the right side to see how it looks like before Saving.