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How to customise the email sent with your invoices, credit notes and estimates

Set the default subject and message guests receive when you email them an invoice, credit note or estimate, for example a thank-you line with their reservation number.

Overview

When you email an invoice, a credit note or an estimate, Amenitiz fills in a default subject and message.

You can replace that text with your own, once for each document type and language. Amenitiz then uses it every time you send that type of document.

Step by step

  1. Go to Invoices → Settings in the sidebar.

  2. In Document email templates, click Edit next to Invoice, Credit note or Estimate.
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  3. Click Edit the default text.

  4. Change the Subject and the Message. To add a detail that fills in automatically, click Insert guest detail and pick it, for example Document number, Document total, First name or Reservation number.

  5. Optional: click Language to add a version in another language, then click the Translate to button to fill it in automatically.

  6. Click Save.
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You can also open these templates from Messaging → Templates, in the Document emails section.

📌 Note

Links are removed from these emails.

When you send a document

When you click Send on an invoice, a credit note or an estimate, the Email title and Email body are filled in with your text, in the language you choose.

You can still change them for that one email before you click Send. Your default text stays the same.

FAQs

Which email do pro forma invoices use?

Pro forma invoices use the Invoice email.

How do I go back to the original Amenitiz text?

Open the template and click Use the default text.

What happens if I change the language in the send window?

The email title and body are replaced with your text in the new language. Any changes you made to them for that email are lost.

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