Default Email content for Invoices


#1

I have amended the invoice template and I am happy with the result however I am not happy with the default email that is forcibly sent. How do I change it from the following email?

Please find attached the invoice for the services provided by NAME OF COMPANY

The outstanding amount of GBPXX.00. Payment instructions can be found on the attached invoice.
If you have any questions, please let me know.

Thanks,
FULL NAME OF ACCOUNT HOLDER
NAME OF COMPANY
This invoice was generated using Tide, the nimble small business current account. For more information visit www.tide.co


#2

Sorry for the delay in coming back to you @daash!

Currently there is no option to edit the email sent with your Tide invoices, but I have passed your feedback on to the relevant team, we always welcome suggestions as this helps us improve :slight_smile:


#3

I second this. I find the email language a little too curt and would like to change it.


#4

I also believe the language is wrong and I never use my full name - why is it included in the email?


#5

Hi @nomadicjon and @svijany,

Thank you for taking the time to share your feedback with us.

This is an issue we’re aware of and fully intend to address. When we do re-visit our invoicing feature, we’ll make it easier to input a “preferred name” and personalise the email content.

Let me know if you’ve any other questions in the meantime, I’m happy to help :slight_smile:

Valentine


#6

When will this get sorted guys?

I cringe and have to email my clients to apologise for the invoice email every time a send and invoice. Who starts and email “Hi [First name] [Last Name]”!!! Appalling.

"Hi David Smith,

Please find attached the invoice for the services provided by…"


#7

Just adding to this. Is there a way we can change the sender email address? I don’t really want my clients to get an email from ‘tide’. Can this be changed to my company name?


#8

I find this really annoying to, the email template is using my entire name including middle names because I had to use it while setting up the account. I hate having to send the invoice to new clients because it looks very strange.

Is there any timeline on when this will be addressed?


#9

Any update on this? It can’t be that hard to implement, and would make such a big improvement…


#10

Hi all,

I can confirm this is on our radar but I’m afraid I cannot confirm a timeline for now.

When we do re-visit our invoicing feature, we’ll make it easier to personalise the email content and input a preferred name.

We’re collecting all your feedback on Tide’s different features and functionalities so please do continue to share it as it helps up improve Tide!

Let me know if you’ve any other questions in the meantime, I’m happy to help :slight_smile:

Valentine


#11

Good :slight_smile::slight_smile::slight_smile:


#12

This is taking too long. There are other options coming into the market and I’m still cringing every time I need to send an invoice to a client via tide.

I actually send a follow-up email to new clients apologising for the language in this email!!! Do you have a definitive timeline? Or should we start exploring alternative options?


#13

Hi @nomadicjon, I’m sorry for the inconvenience. We are aware of our members’ requests to improve this feature and are sorry that we have been unable to implement these improvements as yet. We will be actively looking at invoicing in the coming months I’m afraid that we can’t confirm a timeline yet.
Thank you, Ali


#14

It’s why I never invoice directly from the Tide app, I just invoice from my accounting software. :joy: