How to add an email link to your invoice footer
You can insert an email address variable into your invoice footer, which you can then turn into a link. When clicked, this link will allow the client to quickly and easily send an email to that address.
To add an email address variable and create the link:
- Go to Settings -> Invoice -> Layout and scroll down to the 'Invoice Footer' section.
- In the text editor, select the email variable you want to include from the VAR dropdown in the toolbar:
- This will appear in the text editor. For example, if you added the ‘Practice email’ variable, then you will see the text ##PRACTICEEMAIL##
- Highlight the ##PRACTICEEMAIL## text and then click the ‘Link’ tool from the toolbar. Click Insert link:
- For the URL field, write ‘mailto:’ and then add the email variable after it. So for this example, it would read - mailto:##PRACTICEEMAIL##.
Leave the Text field as ##PRACTICEEMAIL##:
- Press the Insert button at the bottom of the modal to insert the link. Be sure to hit the green Save button when you have finished making any changes.
- Now, when you create an invoice and send it to a client via email/DM, they will be able to click the email link in the invoice footer to send you an email.
Updated on: 08/07/2024
Thank you!