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Setting up invoice email templates
Setting up invoice email templates

How to set up your invoice email templates

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago


All invoices sent via Rounded are accompanied by an email that can be edited at a template level.

To set up or edit the invoice email template

1) Access the email template section via Settings > Email templates

2) Adjust the email body copy accordingly. Add/change the merge tags as required to personalise the message

3) Click SAVE to save changes.

This email template will now accompany all future invoices. The email can also be edited before sending as required, but any changes at the individual email level will not affect the email template.

Remember to download the Rounded mobile app!

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