[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-334998-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-334998-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","invoice-letter-templates-creating-using-managing-instructions","Invoice Letter Templates - Creating, Using, Managing - Instructions","","Step-by-step guidance for creating and maintaining invoice letter templates within a CRM/Marketing/Agency Defaults area. The workflow covers navigating to the Letter Templates tab, selecting MERGE FIELDS, naming and categorizing templates, and saving them so they appear only when assigned to the Invoice Template category. It also explains adding or editing template categories in General List, selecting default email invoice templates, previewing invoices, choosing an email template or typing a new letter, customizing the email body, and sending the final invoice.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/invoice-letter-templates-creating-using-managing-instructions/334998/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/invoice-letter-templates-creating-using-managing-instructions/334998.png","ImageObject",442,249,{"name":42,"@type":43},"4398046744996","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-12","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How do I create a new invoice letter template in the Template Library?","Question",{"text":63,"@type":64},"Navigate to Utilities > Agency Defaults, open the Letter Templates tab, choose \u003CNEW>, use the blank area to draft the template, optionally insert MERGE FIELDS, then enter a template name and select a category before saving.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"When will the created letters appear during invoice emailing?",{"text":68,"@type":64},"The letters appear in the invoice email selection only if they are assigned to the Invoice Template category.",{"name":70,"@type":61,"acceptedAnswer":71},"How do I use an email invoice template when generating and emailing an invoice?",{"text":72,"@type":64},"Open the Invoice tab in the reservation, click Preview Invoice, then click the Email button. In the email pop-up, select an Email Invoice Template (or type a new letter), customize the invoice letter body if needed, and press Send.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},334998,1790478248,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":11,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":33,"language":134,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":135,"faqs":136,"seo_title":137,"seo_description":12,"update_tm":138,"read_time":26},4398046744996,"Invoice Letter Templates – Creating, Using, Managing To Create a New Letter Template  \n1. Navigate to Utilities > Agency Defaults  \n2. Select the CRM/Marketing Defaults radio button and click on the Letter Templates tab.  \n3. Select \u003CNEW> to create a new letter in the Template Library.  \n4. Use the blank area in the bottom right side of the screen to create your new invoice letter templates.  \na. You may use the MERGE FIELDS drop down to insert fields to auto populate AgentMate fields into the template.  \n5. Enter a name for the template under Letter Template Name.  \n6. Select a Category from the drop-down.  \n7. Press Save  \nPlease Note: These letters will only appear to be selected on the invoice email, IF they areassigned to the Invoice Template category.  \nAdding a Category to the Template Library  \n1. Navigate to Utilities > Agency Defaults.  \n2. Select the Agency/Reservation/Invoice/Accounting Defaults radio button.  \n3. Select the General List tab.  \n4. Under List Type, select Letter Template Category.  \n5. Under List Item:  \na. To Create a New Category, select \u003CNEW>, enter List Item Name, press Save.  \nb. To Edit, select the List Item you wish to change, edit under List Item Name, press Save.  \nSelecting an Email Invoice Template Default  \n1. Navigate to Agency Defaults.  \n2. Select the Agency/Reservation/Invoice/Accounting Defaults radio button.  \n3. Click on the Invoice tab.  \n4. From the Default Email Invoice Template drop down, select one of the templates created or \u003CNONE>.  \n5. Press Save.  \nUsing an Email Invoice Template  \n1. When generating an invoice to send to the client, navigate to the Invoice tab of the AgentMate reservation.  \n2. Click Preview Invoice.  \n3. Once the invoice is generated, click the Email button in the top right corner; the email pop-up box will appear.  \n4. Select an Email Invoice Template, if desired; OR type a new letter into the space provided.  \na. The default Invoice Template, if designated, will be selected.  \nb. If multiple Invoice Templates were created, select one of those from the Email Invoice Template drop down.  \n5. Make additional modifications/customizations, if needed, in the body of the Invoice Letter.  \n6. Press Send.","cbCaisfusuPq8Bmf","https://ap.wps.com/l/cbCaisfusuPq8Bmf","pdf",401168,"English","# To Create a New Letter Template\n## Adding a Category to the Template Library\n## Selecting an Email Invoice Template Default\n## Using an Email Invoice Template","[{\"question\":\"How do I create a new invoice letter template in the Template Library?\",\"answer\":\"Navigate to Utilities \\u003e Agency Defaults, open the Letter Templates tab, choose \\u003cNEW\\u003e, use the blank area to draft the template, optionally insert MERGE FIELDS, then enter a template name and select a category before saving.\"},{\"question\":\"When will the created letters appear during invoice emailing?\",\"answer\":\"The letters appear in the invoice email selection only if they are assigned to the Invoice Template category.\"},{\"question\":\"How do I use an email invoice template when generating and emailing an invoice?\",\"answer\":\"Open the Invoice tab in the reservation, click Preview Invoice, then click the Email button. In the email pop-up, select an Email Invoice Template (or type a new letter), customize the invoice letter body if needed, and press Send.\"}]","Invoice Letter Templates - Creating, Using, Managing - Instructions | PDF",1790009173]