To add email templates onto the invoice emailer section go to the Control Panel > Projects > Sales Invoices > Email Template
*If you don't have access to this section of Rapport, you won't security permissions to do so. In this case, contact your administrator regarding your security settings*
By default, there is already a dummy one on the site that is blank. To add a new one, type in the name of the template in the section that states New Template Name... and then click on the paper icon with a plus symbol.
This will create a new email template and add this to the bottom of the list and will be turned off by default. It's highlighted yellow to let you know that you are on that specific one.
To turn this on, just click on the slider icon at the left of the name and it should highlight green to say that it can be used.
On the next half of the screen on the right hand side, add in the email address you want to send the email from
Select the type of template you want it to be (sales invoice, pro forma - if this is activated on your site or a credit note). The Template Name auto populates with the name you gave it at the beginning.
Click into the subject field and enter the subject you want to appear when sending the email to your client (remember, this could potentially go to any client unless specified). Do the same thing for the Message section. You can use the placeholder options on the left hand side, to add in auto populate fields dependent on the details held within the invoice create/edit screen. You can make this template active by clicking on the slider next to the word Active above the placeholder section. You can also choose whether or not you want to make this the default template by clicking on the slider next to the word Default. If it's green, that means it's selected as being active/default.
Once done, scroll down to the very bottom of the screen and click on the blue save icon (the floppy disc).