Customizing Client Emails

Every Invoice, receipt and estimate email hrglass sends can look and sound like you. Set it up once in Settings › Email Center.

Sender, Color and Logo

Only the workspace Owner can change these.

Go to Settings › Email Center.
Under Email Sender Configuration, fill in what you want:
- Email From Name: the name your Clients see as the sender. Leave it blank to use your business name.
- Reply-To Email Address: where Client replies go.
- Brand Color: the color of the email header and buttons. Pick a color or type a hex code like #1a73e8. Click Clear to go back to the default.
- Include Business Logo: puts your logo under the email header.
Click Save Configuration.

The Email Preview below shows how your emails will look.

No logo yet? Click Upload Logo in Business Information. See Naming Your Workspace and Adding Your Business Details.

Edit an Email

Each email has its own card with a Subject Line, an Email Body (HTML) and the Button Text.

Scroll to the email you want to change.
Edit the subject, body or button text.
Click Save Template.

The body is HTML. Keep the tags that are already there, like <p> around each paragraph, and change the words between them.

Emails to Your Clients

Email	When it goes out
New Invoice Email	When you send an Invoice.
Payment Thank You	When a payment comes in.
Payment Late Notice	When you send a late notice, or an auto-reminder goes out.
Refund Issued	When you refund a payment.
New Estimate Email	When you send or resend an estimate. Any personal note you add goes in too.

Emails to You

Email	When it goes out
Estimate Accepted	When a Client accepts your estimate.
Estimate Declined	When a Client declines your estimate.

Fill In Details Automatically

Each card lists its Variables. These are placeholders in double curly braces. hrglass swaps them for the real details when the email goes out.

For example, Invoice {{invoice_number}} from {{business_name}} becomes Invoice 1042 from Bright Studio.

Variable	Becomes
`{{business_name}}`	Your business name
`{{customer_name}}` or `{{client_name}}`	Your Client’s name
`{{invoice_number}}`	The Invoice number
`{{invoice_amount}}`	The Invoice amount
`{{due_date}}`	The due date
`{{refund_amount}}` and `{{refund_date}}`	The refund details
`{{estimate_name}}`	The estimate name

Only use the variables listed on that email’s card. Others won’t fill in.

Who Can Edit Emails

On a Team plan, anyone with Manage email templates permission can edit the emails. Admins have it by default. The sender, color and logo settings stay with the Owner.