If you regularly send copies of invoices out via email, you can quickly and easily set up email templates to save yourself time.

Open an existing invoice via either the Finance view within the main menu or the Account tab of the Patient Summary

Select the email icon at the bottom right of the page:



Click Manage Email Templates For Invoices alongside the Select Templates dropdown

Select the + Add Template button

Enter your template details. You'll be able to format your emails by using the normal tools and variables to populate information, then Save Template

You'll then see the template listed, with options to Preview, Edit or Delete the template, while clicking Back to Message will return you to the email screen

When emailing invoices, you'll then be able to use any of your templates by selecting one from the dropdown:



Email templates in WriteUpp have a limit of around 8,000 characters.

Top Tips
If you have information on your practice on a webpage (like directions or pricing information) that you also add to your email templates, adding a link out to these pages can be a really easy way of limiting the amount of text you add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document for example, you might pick up some stray HTML formatting which will increase the number of characters you use. To avoid this, you should either
Paste the text into the notepad on your computer first then copy and paste the plain text into WriteUpp. You can then use the tools to format your templates.
Or
Compose your templates manually by typing text and entering variables
Was this article helpful?
Cancel
Thank you!