BizCortex documentation

Email templates for sales documents

Change the subject and text of document emails per document type and language.

Open Sales, Settings and the tab "Email templates". The table lists one template per document type and language with the columns Template, Language, Subject and a badge "Default" or "Customized". BizCortex ships default texts for German, English, French, Spanish, Swedish, Norwegian and Danish.

Email templates for sales documents
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales (editing needs the Sales settings write permission)

Steps

  1. 1. Edit a template

    Open the actions of a row and click "Edit". Change subject and text and save. The badge changes to "Customized".

  2. 2. Reset a template

    Click "Reset to default" and confirm. The customized template is deleted; the default text applies again.

Fields and options

Template

Invoice, Credit note, Quote, Order confirmation, Delivery note, Dunning notice, Statement, Customer portal link.

Subject

Required. May contain placeholders.

Text

Required. May contain placeholders and line breaks.

{{ document.number }} and {{ document.label }}

The number and the type name of the document, for example "Invoice".

{{ customer.name }} and {{ contact_name }}

The customer name and the name of the contact person.

{{ company.legal_name }}

The legal name of your company.

{{ amount }}, {{ due_date }}, {{ valid_until }}

The formatted amount, the due date and the validity date of a quote.

{{ level_name }}

The name of the dunning level.

{{ public_url }}

The link to the public document page.

{{ signature }}

The text signature of the person who sends the email. Empty when none is set or "Use in emails" is off.

Good to know

  • If no template exists for the document language, BizCortex uses English (or German for German documents).
  • Dunning emails use the texts of the dunning levels, not this template.
  • The "Customer portal link" template is listed, but the portal sign in email currently uses a fixed text.

Related