ReliaBills comes pre-loaded with ready-to-use email templates. Click a pencil to edit. Click the magnifying glass to preview. You can even send yourself a test.
Invoices, Estimates & Statements
The New Invoice template is perhaps the most used template. It delivers all of your emailed invoices. Be sure that this template is worded appropriately. If not, edit.
These are what get’s your paid. Use the templates…edit them…or create brand new ones. Once complete, you will be able to add them to your timeline (see Timeline below).
Customers & Payments
Most of these are automated operational emails. If you are going to spend any time on these, be sure to look at the Payment Received template. This is what gets sent to your customers when they make a payment. Be sure that this says Thank You appropriately.