How to edit the 'Rocket Matter Shared Invoice Email' template.
Personalize the email that your clients receive when they are notified of an invoice payment. The merge fields will be replaced with the corresponding information.
To make changes to the shared invoice email, users must have administrative privileges to access the Settings page. This is accessible for all subscription tiers.
1. Select 'Settings' from the left-hand navigation panel.
2. Click 'Rocket Matter Shared Invoice Email'.
3. Enter the email Subject in which your clients will see when they receive the email and then beging personalizing your Email Body. Click to use the Merge Fields, or custom fields on the right-hand side of the screen, and click 'Save Email Template'.
***Matter and Client Custom Fields***
Effortlessly incorporate your current custom matter fields when personalizing the email your clients receive with their invoices. The merge fields will be replaced with the relevant information.
Any new custom fields for matters and client will automatically become available as they are created.
Use the arrows to expand, and collapse the merge fields, matter custom fields and client custom fields.
Need to add a new Matter or Client Field available? Click here to learn how!
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].