When emailing an invoice to a patient or a third party, you may want to customise the content of the email. Cliniko includes some default text in these emails, but if you'd like to make yours a little more personal, you can do so in your invoice settings!
We'll walk you through how to do it.
Change the text in invoice emails
First, head to Settings, and then Invoices:
Look for the section called Emailing invoices:
Within this section, you'll find three main areas:
Emailing a paid invoice to a patient,
Emailing an outstanding invoice to a patient
Emailing a paid invoice to a 3rd party, and
Emailing an outstanding invoice to a 3rd party.
Now, while those should (hopefully) be self-explanatory, we'll explain a bit more! 💪
Generally speaking, you probably want the content of these emails to differ, as the way you might word something for a patient might be different to the way you'd word it for a third party (and similarly, talking about a paid invoice might warrant some different verbiage than an outstanding one). While Cliniko has some default wording available for these emails, you can customise each one to your liking! Just look for the appropriate headings ("Emailing a paid invoice to a patient", etc.) in the invoice settings page, and you can start editing!
You can even see examples of what your emails will look like by pressing the "View sample" button at the bottom of each template:
Just be sure to save the settings when you're done, and now you have some shiny new invoice email templates! ✨