How to edit the email text accompanying the invoice

Navigate to Settings → Templates → Email

Select the "Predefined" tab

• Here you will find the standard templates provided by the system.
• Locate the template titled "Send invoice" and press the Edit icon.

Edit the subject and content of the email

• In the text editor, you can modify the message content addressed to the client. You can add, delete, or rewrite phrases to convey the exact information you want.

Use the available variables

• On the left side, under "Variable Fields", you will find a list of predefined variables (e.g., {{company_name}}, {{invoice_series}}, {{invoice_number}}, {{client_email}}, etc.).
• Click on the desired variable and it will be automatically inserted into the text in the form {{variable}}.
• At the time of sending, iflows will fill these fields with real data: the invoice series and number, client name, company details, etc.

Save and test

• Press the "Save" button to confirm the changes.