Email templates
Customize the wording of invoice emails, payment reminders, and receipts.
Email templates set the default subject and message for the emails emberVet sends — so your invoices, reminders, and receipts sound like your practice every time, with no retyping.
Prerequisites: Admin role. Set up Email & sending first.
Steps
- Go to Settings → Email templates.
- Choose the template to edit (for example, the invoice email, a payment reminder, or a payment receipt).
- Edit the subject and message.
- Save.
When you send an invoice, it starts from the matching template, and you can still tweak the wording for that one send.
Variables
Click a variable under the message to copy it, then paste it into the subject or message. Each one is filled in when the email is sent:
{{recipient_name}}: the client's name.{{patient_name}}: the patients on the invoice, in the order the invoice lists them.- One patient: "Bella". Two: "Bella and Max". Three or four: "Bella, Max, and Charlie".
- Five or more: the first three and a count, e.g. "Bella, Max, Charlie, and 9 more".
- No patient (for example, a product-only sale): "your patient", using whatever label your practice gives patients in Settings.
{{invoice_number}},{{amount_due}},{{due_date}},{{business_name}}: the invoice's details and your practice name.
You'll know it worked when…
Sending an invoice (or a reminder) pre-fills your customized subject and message.
Tip: Keep templates short and warm. A clear subject and a one-line message with the invoice attached gets read and paid faster.