Default Billing Template Versions prior to 7.2 only had one bill email template for all bill types. Now you are able to set custom templates for any/all bill types (invoices, receipts, estimates, quotes, etc..) Custom Templates To enable this feature go to Options -> Setup -> Bill -> Master/Branch tab -> Tick Allow Custom Email Templates To create a Custom template then go to Options -> Picklists Setup -> Bill -> Bill Email Templates -> Click + to create new template If you want the template to be selected by default when sending, the below template names must be used. Bill Type Template Name Tax Receipt Email_BILL_RCT Tax Invoice Email_BILL_INV Quote Email_BILL_QOT Estimate Email_BILL_EST Refund Bill Email_BILL_REF Credit Note Email_BILL_CRD Credited Bill Email_BILL_DBT Account Fees Email_BILL_FEE Once the template is created when an invoice is finished and you select email you will be prompted to select a template. It will default to corresponding template for that bill type if template names above have been used.