Invoice Update - Edit Invoice Email Templates On the Fly!

Invoice Update - Edit Invoice Email Templates On the Fly!

May 26, 20242 min read

Streamlining Invoicing with Gold Star Pro's New Email Template Features

Gold Star Pro has rolled out an exciting update aimed at enhancing the user experience on the invoicing side of the platform. This update introduces the ability to preview and edit email templates for all invoicing notifications, making the process more intuitive and efficient.

Key Features of the Update

1. Preview Email Templates Instantly

  • When scheduling and sending out invoices, users can now see a preview of the email template directly.

  • Simply click the edit button to open the email editor, which floats in front of you, displaying the exact template.

  • This allows you to view and modify the email content seamlessly.

    Preview Email Templates Instantly

2. Edit Templates with Ease

  • Once in the editor, you can customize the template to better suit your needs.

  • Make changes to the content, improve the layout, and ensure the message aligns with your brand.

    Edit Templates with Ease

3. Notification Section Enhancements

  • The same preview and edit functionality is available in the notification section within invoicing.

  • This feature ensures consistency and ease of access across different parts of the invoicing module.

    Notification Section Enhancements

Why This Matters

Gold Star Pro always values customer feedback and aims to simplify its platform for users. This update reflects that commitment by making invoicing notifications more user-friendly and customizable.

How to Use the New Features

  1. Navigate to Invoicing: Go to the invoicing section of the platform.

    Navigate to Invoicing

  2. Schedule and Send an Invoice: When you're ready to send an invoice, you'll notice the email template preview.

    Schedule and Send an Invoice

  3. Edit as Needed: Click the edit button to open the email editor and make any necessary changes.

  4. Save and Send: Once satisfied with the edits, save the changes and proceed with sending the invoice.

    Save and Send

Future Enhancements

Gold Star Pro plans to extend similar functionalities to SMS templates, further improving the platform's versatility. Additionally, the receipts module will soon have enhanced capabilities, continuing the trend of user-centric updates.

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