Are you using Upflow to send your very first invoices out to your clients? Here's a full article on how to set up this feature.

Good news: you can personalize your email with specific tags!

To change your email’s template (either manually or automatically), click on your company logo (on the bottom left) > Workflows. Then select the workflow and the "Billing Template" action.

In the template email action, you can use tags. These tags are variables that will be replaced by the corresponding text values in your email.

Here are the variables you can currently use:

  • {invoice_ref} : The invoice reference

  • {invoice_description} : The invoice description

  • {invoice_due_date}: The invoice's due date

  • {invoice_issuance_date}: The invoice's issuance date

  • {invoice_amount}: The amount (incl. taxes) + currency

  • {invoice_amount_expected}: The amount less any credit note(s) associated

  • {invoice_amount_outstanding}: The amount due + currency

  • {invoice_link_start} (Text) {invoice_link_end} : To display a link towards the invoice PDF, place your text between the two tags
    Example: {invoice_link_start}{invoice_ref} {invoice_link_end}

  • {carrying_invoice_title}: The invoice's title

Stripe Billing users only

  • {stripe_customer_portal_link} Provide a link to your Stripe portal

Please note these tags can only be used in the billing template. If you'd like to see which tags you can add in your email or letter, head over to this article.

Can you think of any other variables you might need? Let us know!

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