Custom Email Templates for Accounting Documents ✨

Stop rewriting the same email every time you send an invoice, quotation, receipt, or other accounting document.

You can now create and save custom email templates for different document types and use cases in Refrens:

Key Updates:

• Create multiple templates for invoices, quotations, payment receipts, purchase orders, credit notes, and more.
• Customize the subject line and email body for each template.
• Add dynamic variables such as Customer Name, Document Number, Document Date, Due Date, Amount, Currency, Business Name, and Document Link - Refrens automatically fills in the right details for every document.

• Save different variants for different situations - for example, a standard invoice email, a payment follow-up, or a detailed quotation message.
• Edit, duplicate, deactivate, or reuse templates anytime as your communication changes.

Once your templates are saved, simply choose the relevant one while sharing a document. The subject and message are filled in automatically, and you can send without setting up the email again.

Learn how to customize email templates>