Email Templates
Tip
To access these settings, you will need to be in a group that has access to the Admin Module
FoxOMS is able to email your quotes and invoices directly to your customers. You can customise the emails FoxOMS sends, via email templates found under Admin -> Module Settings -> Sales -> Email Templates.
Quote and Invoice Email Template
You can customise both the subject and body of the email and through the use of variable tags.
Quote Tags
The following tags will be replaced with their values before sending:
| Tag | Description |
|---|---|
| [toFirstName] | Client first name (or name of organization) |
| [toLastName] | Client last name |
| [quoteNumber] | Quote number |
| [quoteTotal] | Total amount of quote |
| [quoteExpiry] | Expiry date of quote |
| [companyName] | Name of your company |
| [projectName] | Name of linked project (if applicable) |
| [projectCode] | Code of linked project (if applicable) |
Invoice Tags
The following tags will be replaced with their values before sending:
| Tag | Description |
|---|---|
| [toFirstName] | Client first name (or name of organization) |
| [toLastName] | Client last name |
| [invoiceNumber] | Invoice number |
| [invoiceTotal] | Total amount of invoice |
| [invoiceDue] | Due date of invoice |
| [companyName] | Name of your company |
| [projectName] | Name of linked project (if applicable) |
| [projectCode] | Code of linked project (if applicable) |
Once you have made changes to the templates, click the Save Changes button.