Save reusable email wording
Keep wording, variables and visual email design separate.
Open Email centre → Email templates to create reusable wording. You need email-management access.
Write, review and publish
- Create a template and give it a useful name.
- Write a subject and message, or request an optional AI suggestion.
- Insert supported variables using the editor controls. Values come from the chosen invoice when the email is prepared.
- Review Automatic additions. Turn off optional invoice facts or a signature that you already include through variables. Preview for duplicates.
- Save and publish when the wording is ready to reuse.
AI suggestions use supported variable names, not automatic access to actual customer values. Accepting a suggestion changes the unsaved editor only. Saving or publishing never sends an email.
Use a published version
In a manual composer or sequence step, choose a saved template rather than writing a message. The published version is pinned where used. Later edits do not silently rewrite existing sequence versions.
The email design is separate: Personal, Branded or Minimal changes presentation. Wording and automatic-addition choices determine the text and facts. Preview the complete invoice email to confirm the result.
Switching back to writing manually uses your manual message, not a remembered template selection. Actual sends still need the applicable confirmation or activated sequence rules.