Skip to main content

Setting up the email template for client statements

Customise your client statement email templates

Written by Michelle

Client statements sent via Rounded are accompanied by an email that can be edited at a template level. You can set up templates for two kinds of statements: All invoices and payments statements, and Outstanding invoices statements.

  1. Go to Settings → Email templates.
    ​

  2. Open the Statements tab.
    ​

  3. Edit the email under All invoices and payments statements (use merge tags to personalise it), then Save.
    ​

  4. Edit the email under Outstanding invoices statement, then Save.

NOTE: This template applies to all future client statements. Editing an individual email before sending won’t change the saved template.

Remember to download the Rounded mobile app!

Related Articles
Setting up invoice email templates
Client Statements
Setting up the email template for receipts
Setting up the email template for manual overdue invoice reminder
Setting up the email template for automated overdue invoice reminder
Did this answer your question?