InvoiceSherpa includes several styles to format your templates for emails that are sent. However, you can also use your own custom template.


To use a Custom Template style, complete the following steps:

  1. The Custom Template section help ? includes a link to download a starter template. You can also see it here: https://storage.googleapis.com/promptappointment_emailtemplates/invoice_ready.html

  2. Update the HTML file with your custom HTML and CSS styling.

In the template where you want to use the custom template style, select Upload File.

  1. Navigate to your updated HTML file and select Open.

  2. InvoiceSherpa will upload the style to your account.