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Setting up invoice email templates

Easily set up your invoice email template

Written by Oliver Garside

All invoices sent through Rounded include an email that you can customise at a template level.

To set up or edit the invoice email template

  1. Navigate to the email template section by clicking Settings > Email templates.

  2. Customise your email body copy by making adjustments and adding or changing merge tags for personalisation.

  3. Click Save to save changes.

NOTE: This updated template will accompany all future invoices. You can still edit the email for a specific invoice before sending, but those individual changes will not affect the saved template.

Remember to download the Rounded mobile app!

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