Client Invoice Email Message Template

What is a Client Invoice Email Message Template?

When Discovery sends Client Invoices via email, the email body includes a message and outlines the attached invoices. Discovery supports the customization of this message, allowing you to tailor the statement when a recipient receives an invoice. All of your Clients receive the same template driven email. In this way, you are enabled to have greater control over the uniformity of your messaging.

Features and Usage

  • In your Tenant Settings, replace the standard Discovery Client Invoice Email message with a base Client Invoice Email message template to be used on all Client Invoices.
  • Tailor your Client Invoice Email message to match your company's messaging style.
  • Update your Client Invoice Email message email at any time.


  • Traditional text editor options (bold, italic, underline, lists, etc) are available for email message formatting.
  • Leverage dynamically generated values (e.g. Location Name); dynamically generated content automatically appears as bold text.
  • Include any company greetings/closings, seasonal messaging, payment submission options, along with contact information.

How do I create and customize my Client Invoice Message Template?

Navigate to the Tenant Settings by first clicking your name in the upper right-hand area of any page in Discovery. Then select Settings.
From here, you should automatically be placed in the General section of Settings.
Next, scroll down to the bottom of the General page until you see the Client Invoice Settings section.
In this section, you will see a sample the default Client Invoice Message.
To create your own new Client Invoice Message template, click the toggle to the upper right.
Here, you'll find a text editor that will allow you to build your own template and leverage variables to dynamically insert information regarding the attached Client Invoices. When you're finished constructing your message, click Save All Settings.

The following variables can be used in both an email message and subject:

{invoice_date} {invoice_due_date} {invoice_number} {invoice_total_amount_due} {primary_contact_name} {tenant_name} {client_company_name} {current_date} {locations}