How to customize Web Invoice e-mail templates

In the latest release of Web Invoice – Invoicing and Billing for WordPress plugin you can customize the e-mails sent to your clients. You can customize the subject as well as the e-mail content. Please bear in mind that Web Invoice only supports plain text e-mails, but you can do wonders with plain text 🙂 .  This can definitely come in handy if you want to localize your invoices or just does not like what comes as default.

Now to get to the point, the e-mail templates are found in ‘Web Invoice’ -> ‘E-mail templates’.  There are three templates,

  • Invoice e-mail – First e-mail your client receives about the invoice
  • Reminder e-mail – E-mail sent when send reminder(s) is selected
  • Receipt e-mail – Sent when the client makes a payment. You also need to set ‘Send Payment Confirmation’ to yes in Settings

All variables are of the format %variable_name. Bellow you will find the list of variables available in the current version.

  • %call_sign – First name + Last name of the client
  • %business_name – Business name as set in the ‘Settings’
  • %recurring – Recurring or not
  • %amount – Amount, with currency symbol and currency formatted
  • %link – Link to the invoice
  • %business_email – Business e-mail as set in the ‘Settings’
  • %subject – Invoice subject
  • %description – Invoice description

You can definitely use the default templates as a guideline for your templates. IMHO, default templaes are awesome 😉

Don’t go away, there is more. You can write your own plugin to add more variables. e.g. you want to use web invoice along with a booking system. In your plugin add a filter for web_invoice_email_variables and add to the global array (variable) $web_invoices_email_variables.

I want to hear what you think about this feature or Web Invoice in general. Please post your ideas and comments in the Web Invoice community forum. Do not forget to subscribe to my RSS feed to get latest news about WordPress plugins and all things web 🙂

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4 thoughts on “How to customize Web Invoice e-mail templates

  1. I dig your plug-in. Unlike the WP-Invoice I can actually access the settings.

    Question about email template:
    Can I use HTML in the email template? Does your variable syntax get affected?

    Thanks.

  2. Help me >> WP-Invoice Global Settings
    I can’t open any tabs and and configure settings
    …/admin.php?page=invoice_settings#tab1 or
    …/admin.php?page=invoice_settings#tab2 or any tabs.

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