How do I create an instant invoice template?

Navigate to Invoices from the main menu.
Click on Templates, then select Create New Message Template from the dropdown.
Choose Instant Templates, then select Instant Basic Email.
Enter a template name and a subject line.
- Use placeholders in the subject to automatically pull in customer and invoice details.
In the email body, use placeholders to insert:
- Customer information
- Invoice details
- Company data
Click Choose your Pandamoji to add a visual element.
Click Save Template.
Your saved templates can now be used in:
- Instant Invoice Emails
- Scheduled Invoice Reminders within automated workflows.
Always test your template to ensure formatting and placeholders render correctly before sending.