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Email Templates & Signature

Send polished, on-brand emails for every invoice, reminder, and receipt. Customize the message, add your signature, and preview before sending.

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Professional Communication, Automated

Every email your business sends shapes how clients perceive you. BizBooks Pro includes a complete email template system that lets you craft the perfect message for invoices, payment reminders, receipts, and estimates -- then reuse those templates every time.

No more typing the same email over and over. Set up your templates once, and BizBooks Pro fills in the details automatically using smart template variables like customer name, invoice number, amount due, and due date.

๐Ÿ“ง Invoice Emails

Customize the email that goes out with every invoice. Set the subject line, body text, and tone to match your brand voice.

  • Custom subject line with variables
  • Personalized greeting and body
  • Auto-attached PDF invoice
  • Optional "Pay Now" button via Stripe

๐Ÿ”” Payment Reminders

Gentle nudges for overdue invoices. Write the reminder once; BizBooks Pro sends it at the right time with the right details.

  • Before-due-date courtesy reminders
  • Overdue reminders at 7, 14, 30 days
  • Escalating tone options
  • One reminder per type -- no spamming

๐Ÿงพ Payment Receipts

Automatically send a confirmation when a payment is recorded. Clients get instant proof of payment without you lifting a finger.

  • Auto-triggered on payment recording
  • Includes payment amount and method
  • Shows remaining balance if partial
  • Professional receipt formatting

๐Ÿ“‹ Estimate Emails

Send estimates with a compelling message that encourages approval. Include project details and a clear call to action.

  • Custom estimate cover message
  • Expiration date prominently shown
  • Approval instructions included
  • Easy conversion to invoice on approval

Smart Template Variables

BizBooks Pro supports dynamic placeholders that automatically insert the right information into each email. Write your template once and let the software handle personalization for every client.

Example Invoice Email Template

Subject: Invoice {{invoice_number}} from {{company_name}}

Hi {{customer_name}},

Please find attached invoice {{invoice_number}} for {{invoice_total}}. Payment is due by {{due_date}}.

Thank you for your business!

{{email_signature}}

Available variables include: customer name, company name, invoice number, invoice total, due date, balance due, payment link, and more. Each template type has its own set of relevant variables.

Email Signature Builder

Create a professional email signature that appears at the bottom of every outgoing email. Include your name, title, phone number, website, and company details. Set it up once in Settings and it flows into every template automatically.

โœ๏ธ Signature Fields

Build a complete professional signature with all the details your clients need to reach you.

  • Full name and job title
  • Phone number and email address
  • Company website URL
  • Company address

๐Ÿ‘๏ธ Preview Before Sending

See exactly what your client will receive before you hit send. Preview fills in real data so there are no surprises.

  • Live preview with actual customer data
  • Check formatting and variable rendering
  • Verify attachment and payment links
  • Edit and re-preview instantly

Stop Rewriting the Same Emails

Set up your templates once. BizBooks Pro handles personalization for every client, every time.

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