> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/customize-your-invoice-email-and-receipt-templates.md). # Customize your invoice email and receipt templates Settings -> Invoicing is organized into tabs: Payments, Accounting, Invoice, Receipts, and AI Prompts. Alongside the invoice document (PDF) template, you can set default payment terms and customize the emails and receipts your customers receive. An unchanged built-in document or receipt style is eligible for automatic updates when Essential improves that style. Once you change and save its source, it stays as your custom version. Re-selecting a document style from the library and saving returns it to the auto-updating built-in. Email templates follow a narrower rule. A configured **Receipt email** that still exactly matches Essential's current built-in content is eligible for automatic updates. In most setups the same is true for a configured **Invoice email**; a legacy email shared by more than one automation type is left unchanged so an update to one workflow cannot rewrite another. Once you save your own email subject or body, that email stays as saved. These email cards do not have a Reset to default control; **Discard changes** only removes edits you have not saved yet. ## Default payment terms The Invoice tab's **Default payment terms** are the starting terms for new customers. Set a number of days or choose no default, then save. Customer Billing and Property Billing can override this value; changing it does not rewrite billing settings or invoices that already exist. ## Invoice email The Invoice tab holds the Invoice email - the message customers get when you send an invoice, and the template new invoice follow-ups reuse. Edit the Subject and the HTML/Liquid body; a live preview shows how it renders on sample data. Save applies your changes, or Discard removes unsaved edits. Automations controls when invoice follow-ups send; their message content is managed here. If invoice outreach has not been configured under Automations, the Invoice email card links there and shows Essential's default as a read-only preview. Configure the first invoice-outreach email in Automations before editing it here. Quote outreach is configured separately on the Quote tab under Settings > Quotes. ## Choose where email replies go The Invoice tab also has an **Email replies** setting. **Reply to sender** is on by default, so replies go to the team member who sends the invoice. Turn it off and save if replies should go to the business email instead. Essential then omits the Reply-To address from invoice emails, including follow-ups, and email apps use the business email shown in the From field. Quotes have the same independent setting on the Quote tab under Settings -> Quotes. Turning it off for invoices does not change quote emails, and turning it off for quotes does not change invoice emails. When the setting is off, the Email Reply To field is hidden while sending that type of document. ## Receipt template The Receipts tab holds the Receipt template - the PDF customers receive after a payment. Browse templates to pick a style (Classic, Modern, Bold, or Letterhead) with live thumbnails rendered on sample payment data, preview it, then Save. If you can edit the source, Edit code opens the raw HTML/Liquid. A business that has never customized its receipt uses the Classic style, which is also what customers receive until you save your own. In the built-in receipt styles, taxable line items use a checkmark when one tax entry applies, and the summary shows **Sales Tax** with its percentage. If several tax entries apply - including entries with the same percentage but different agencies or jurisdictions - the receipt names and totals each one separately. Lines without an applied tax entry do not create an empty tax row. ## Receipt email Also on the Receipts tab, the Receipt email is the message that accompanies a payment receipt. Edit the Subject and the body with a live preview, then Save. As with the receipt template, an uncustomized business sends Essential's polished default. ## Quote email Settings -> Quotes is organized the same way, into Quote, Terms & Conditions, and AI Prompts tabs. The Quote tab holds the Quote email - the message customers get when you send a quote and the template new quote follow-ups reuse. Edit it the same way as the invoice email; Automations controls the follow-up timing. > **Where to find it:** Settings -> Invoicing, the Invoice and Receipts tabs; quote email and reply settings are under Settings -> Quotes, the Quote tab ## Related guides * [Choose and customize your invoice document template](/administration/settings/choose-and-customize-your-invoice-document-template.md) * [Configure the automated outreach sequence](/administration/settings/configure-the-automated-outreach-sequence.md) * [Edit a document template's design with "Edit code"](/administration/settings/edit-a-document-templates-design-with-edit-code.md) * [Set up invoice prompt templates for AI drafting](/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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