--- title: Create an Invoice Email Template description: Create an invoice email template to send invoices with payment links to clients and customize the content of invoice emails sent through Email Invoice. --- [Skip to content](https://learn.enginehire.io/en/knowledge/create-an-invoice-email-template#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) # Create an Invoice Email Template ## Create an email template used to send invoices to clients as a payment link. This template is applied when using the Email Invoice option and allows you to control the content of the invoice email sent to clients. Let’s get started 🚀 **Step 1**: Log in to your agent dashboard, then click **More \> Email Templates**, as shown in the screenshot. ![](https://staticfiles.gleap.io/gattachments/j1GQrfAO5TysLfwiQuUMvyRCC7qdJmouGbn2CFNkkLGp0YpHccEE981x8ntXCbnKrnnRrrWs7OT.png) **Step 2**: Click the **Add Template** button to start adding a new template. ![](https://staticfiles.gleap.io/gattachments/ULZcYH8K3JC5hZiqJE2CCBRtuv3N4YxD4I7OK8M6DDgtisriFZ69fzyXgVgfL1NXdrfN1PbeAg4.png) **Step 3**: Enter name for your template. ![](https://staticfiles.gleap.io/gattachments/X9jQOWfxSyCnQUUVQ0xq2oBW29Cgw65H5gYn1cfbWajM2LkAw5bQzz6dPPGvIVPC3vm2t8LZBpM.png) **Step 4**: Select **Client** as the **Type** from the dropdown list. ![](https://staticfiles.gleap.io/gattachments/dnvEKYFQFadZJ7yCiupj2s7GMzKqoIkXtxPDzIiWQ1bgj8AGXDwXiaMIW1qJCvd1nWOsqVLQc71.png) **Step 5**: Select the **Send Job Summarize Invoice** trigger from the dropdown list. ![](https://staticfiles.gleap.io/gattachments/RcS46VW5OBTtlBxUEZHpfyOyJjOHoXPrdGTa0pZRfI2J3wcTNHcD5krK32d4FyiVV8Uw10JjoaZ.png) **Step 6**: Click the **Next: Sender and Recipients** button. ![](https://staticfiles.gleap.io/gattachments/t50F0xI84Z2sEgxD4YqT6Eeh36JVWL7oJ6qHzebBiE9HNcHOq7GswqZncGlulmraE0KVKmHJvkB.png) **Step 7**: Click the **Next: Content** button. ![](https://staticfiles.gleap.io/gattachments/s7o0UFDTVkaLTFbqIkPAB1bQ80UsgS6tOXdIWEDexiNzDE3qY5vEufOqYaH77x4CqIN4xJk1U7l.png) **Step 8**: Enter the **Subject** of your email. ![](https://staticfiles.gleap.io/gattachments/lLL3urGSzH3KQXIZnQSxHdwTQmzVzgM1yoRYm896kZ0EFYjacaXDRZrrvvKEWJg4pPxkWxE3rPL.png) **Step 9**: Prepare the email body and insert the **\[\[invoice\_payment\_link\]\]** tag, which will connect to the relevant invoice when you send the invoice via email to the client. ![](https://staticfiles.gleap.io/ghelparticle/PU8LAJHv7GgjCHOdumYat0VDnJS7Hty3wFysymzcDwvDO6XK51GsJqpybUjFumDYBT4L94XZukj.gif) **Step 10**: Click the **Create** button to proceed. ![](https://staticfiles.gleap.io/gattachments/ki1X657TgtwE6nstL8t8m3DmcUiUmEhQpo6OCBDPquQavv6OGGEG4EqLKNZkVQuye9q7E3PAfyG.png) The email template for sending the created invoice via email will be created successfully. ![](https://staticfiles.gleap.io/gattachments/rStBf6Gs5zyB8hR6PjmbPD6bukU9lijfKgLoIePwQspq0AK5TxFHBGOYVbOtrbPcqBLFpSIMBLq.png) - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.