Changing or editing invoice or statement email templates

This article shows you how to edit or change the email templates for your invoices or statements. These templates allow you to choose what displays in the emails when sending your invoices or statements directly through 3Shape LMS

Note: The round circles require at least one selection and the square selections are optional.

Required: 

Optional:   

Statements:

1) Settings > Billing > Statements > Email statement template > Edit

Invoices: 

1) Settings > Billing > Invoices > Email invoice template > Edit

2) Select options and click "Update" to save. Note: If you selecting any of the boxes for customizing and don't enter anything, your invoices/statements will not send. The Job Status will be "Error" in the email queue.