Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Email Format
Getting Started
Company Information
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Set System Data
Default Document Setting
Payment Terms
Inventory Category
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
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Import Inventory
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Customer Database
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Sales Person Database
Add new Sales Person
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Import Sales Person
Export Sales Person

Draft Quotation
Generate Quotation
Update Quotation
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Duplicate Quotation
Customize Template

Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Set Password
Data Backup


Email Format

Instead of export your Invoice, Quotation, Delivery Note, Credit Note or Customer Statement and send to your customer manually, you can send the document out to your customer directly from Xin Invoice 3.0 program. You can define the standard email template and use it repeatedly.

1. In Xin Invoice 3.0 program, click on "Setting" tab. On the top menu, click on the drop down button under "Email", then choose "Email Template".
Email Template

2. You can set different email format for Invoice, Quotation, Credit Note, Delivery Note and Statement.
Set Email Template

3. The keyword is those text with the bracket {KEY-CODE} and it will be replaced with the actual value when you generate your email.
4. Example, to enter Invoice Due Date information to your email, first focus your mouse cursor on the part of the Content where you want to place the Invoice Due Date information. Then select {INVOICE_DUE_DATE} from the fields panel, click button "Insert Field".
Set Email Template Keyword

5. The keyword {INVOICE_DUE_DATE} inserted to the desired place, click button "Save" on the top menu.
Email Template Keyword inserted to the desired location

6. Open an Invoice, click on "Print Inv" button on the top menu.
Print Invoice

7. In the Invoice preview page, click on "Email" icon.
Preview Invoice

8. The Invoice Due Date has been included in the email content.
Email output for Invoice

Next : Click here to learn how to configure Email Server >>
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