Announcement: Invoice and email template improvements
News posted by Tommy Chung 1 year ago
Hi all,
Sending invoices from Clear Books is better than ever!
To help you get paid faster, we have updated the email templates Clear Books uses when you email invoices to your customers. We have also updated the online view of your invoices.
If you have edited any of your email templates, we haven’t updated those ones. You may like to review your email templates to make sure they show how you want them to.
The PDF view of your invoices has not changed, but you may like to review the updated online version of your invoices so you know what your customers will see.
To understand more about the changes and how they might affect you, and what actions you may like to take, please read on.
What changes were made?
Sending invoices and getting paid using Clear Books is better than ever, with our new payment-enabled invoices which can be easily emailed to your customers. For the first time ever, you can now use Clear Books to accept in-person payments.
We’ve made it super easy to add online payments to invoices, including Instant Bank Payments, which is the best way to get paid. You can learn more about Instant Bank Payments here.
We’ve made it easier than ever to send out invoices by email from Clear Books. The emails look amazing on mobile, web and tablet, and the wording that’s used in the emails has been refreshed to be clearer to read and to encourage your customers to make payment to you.
The invoice emails have a “Pay now” button which takes your customer to a new online view of the invoice, where they can easily pay using Instant Bank Payments and other payment methods. Your customers can download the traditional PDF invoice from here too, if they wish.
How might the changes affect me?
Because we have refreshed the wording in the emails when sending invoices, most of the emails that Clear Books sends to your customers are different to before.
If you customised any of your email templates, we haven’t changed those ones.
Your PDF invoices have not changed. If you have customised your invoice templates (which are used for the PDF invoices), those changes will not be carried across to the new online view of the invoice.
What does the wording on the new email templates say?
You can download a copy of the new, refreshed, email templates from the link below: New email templates.
What should I do?
There is no need to do anything, but you may like to check that the emails and invoices are looking how you expect.
If you have customised your email templates, we suggest you review your templates to be sure they look how you expect.
You may find that you like our new refreshed email templates better. In this case, you can customise your email templates using this guide. You can get a copy of the new templates here.
If you have customised your invoice templates, although your PDF invoices will not change, you may like to check out the new online view of the invoice, so you know how it shows to your customers. You can see it from any invoice in Clear Books, under the ‘View’ button - you can choose to view the PDF version or view the invoice online.
How do I customise my email templates?
You can customise your email templates by following the steps in this guide.
What if I have more questions?
If you have any questions, don't hesitate to reach out to our friendly customer support team on 0203 475 4744 or at support@clearbooks.co.uk.
Thanks,
Tommy
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