This article will discuss how to create and send email templates. Specifically we will be covering how to send a template for an invoice, this does not include the email template you would have specified under Business Setup -> Invoice Settings. That template is for more generalised purposes, whereas this article will cover off sending specific invoice templates for other instances.


On this page:

  • Create the Content Block
  • Send the Invoice Template


For more details on creating content blocks - see this article.


Create the Content Block 


  1. Select Content from the right hand bar
  2. Click on Content Library
  3. Select Add New 
  4. Type in the text you would like in the Content field (see below example)
  5. The Title will be the subject of the email. 
  6. Select SAVE


You will notice that in the image, the {{url}} merge tag has been used, this merge tag needs to be included in the content block for it to include the invoice link. If the template is for general communication, do not include the tag.




After saving this content block, below are steps on how to include this content in an email. 




Send the Invoice Template


  1. Select a Patient
  2. Select the Finances tab
  3. Locate the invoice you would like to email and select the 3 dots beside it 
  4. Select the content block you created earlier from the Template drop down menu
  5. Edit content if required, check url is correct.
  6. Select OK