Skip to Main Content
×
Freshbooks
Official App
Free – Google Play
Get it
FreshBooks is Loved by American Small Business Owners
FreshBooks is Loved by Canadian Small Business Owners
FreshBooks is Loved by Small Business Owners in the UK

Email Templates

Staff do not have access to these calls.

Type Options
The following email templates can be referenced in the node when calling either email_template.get or email_template.update:

  • new_invoice
  • new_estimate
  • new_client
  • new_credit
  • new_staff
  • payment_notification
  • credit_card_expiry
  • credit_card_failure
  • new_support_ticket
  • update_support_ticket
  • late_payment_reminder_first
  • late_payment_reminder_second
  • late_payment_reminder_third

email_template.get

Gets a specific email template and related email variables.

Request

<?xml version="1.0" encoding="utf-8"?>

    new_invoice 

Response

<?xml version="1.0" encoding="utf-8"?>

  
    new_invoice
    New invoice ::invoice number:: from ::company name::, sent using FreshBooks
    To view your invoice from ::company name:: for ::payment amount::, or to download a PDF copy for your records, click the link below:
::invoice link::
    
    
      invoice link
    
    
    
      invoice number
      invoice link
      payment amount
      amount owed
      company name
      client organization
      first name
      last name
    
  

email_template.update

Update the details of the specified email template

Request

<?xml version="1.0" encoding="utf-8"?>

    
        new_invoice
        New invoice ::invoice number:: from ::company name::
        To view your invoice from ::company name:: click the link below: ::invoice link::
    

Response

<?xml version="1.0" encoding="utf-8"?>

email_template.list

List all email templates within the account.

Request

<?xml version="1.0" encoding="utf-8"?>


Response

<?xml version="1.0" encoding="utf-8"?>

  
    
      new_credit
      New credit ::credit number:: from ::company name::, sent using FreshBooks
      You have received credit in the amount of ::payment amount::. To view it and download a PDF copy for your records, click the link below.
::credit link::
      
        credit link
      
      
        credit number
        credit link
        payment amount
        company name
        client organization
        first name
        last name
      
    
    
      new_invoice
      New invoice ::invoice number:: from ::company name::
      To view your invoice from ::company name:: click the link below: ::invoice link::
      
        invoice link
      
      
        invoice number
        invoice link
        payment amount
        amount owed
        company name
        client organization
        first name
        last name
      
    
    
      payment_notification
      ::company name:: has received your payment for invoice ::invoice number:: in FreshBooks
      Thank you for your business.
We have received your payment in the amount of ::payment amount:: for invoice ::invoice number::.
To view the paid invoice or download a PDF copy for your records, click the link below:
::invoice link::
      0
      
        invoice number
        invoice link
        login link
        payment amount
        amount owed
        company name
        client organization
        first name
        last name
      
    
    
      credit_card_expiry
      Action required: Your credit card on file with ::company name:: is expiring soon in FreshBooks
      Dear ::first name::,
The credit card we have on file will expire this month.
To update your information, kindly:
1. Access your account here: ::client home::.
2. Click on "Profile" near the top right of the page.
3. Enter your new credit card information.
4. Click "Save" at the bottom of the page.
If you have any questions, or if you would like to have us update your credit card information for you, please contact us.
      1
      
        client home
      
      
        client home
        company name
        client organization
        first name
        last name
      
    
    
      credit_card_failure
      Action required: Your credit card on file for invoice ::invoice number:: from ::company name:: needs updating in FreshBooks
      Dear ::first name::,
A credit card transaction we have attempted to process for your account has failed twice. It is likely that the credit card information we have on file for you is not up-to-date. To update your information, kindly:
1. Access your account here: ::client home::.
2. Click on "Profile", near the top right of the page.
3. Enter your new credit card information.
4. Click "Save" at the bottom of the page.
If you have any questions, or if you would like to have us update your credit card information for you, please contact us.
      0
      
        client home
      
      
        client home
        company name
        client organization
        first name
        last name
      
    
    
      new_estimate
      New estimate ::estimate number:: from ::company name::, sent using FreshBooks
      To access your estimate from ::company name:: for ::payment amount::, go to:
::estimate link::
      
        estimate link
      
      
        estimate number
        estimate link
        payment amount
        company name
        client organization
        first name
        last name
      
    
    
      new_client
      ::company name:: is now invoicing you with FreshBooks
      Welcome to ::company name::'s secure online services.  An account has been created for you.
To securely access your account, go to:
::login link::
Login using the following username and password:
Username: ::username::
Password: ::password::
      
        username
        password
      
      
        login link
        company name
        client organization
        first name
        last name
        username
        password
      
    
    
      new_staff
      ::company name:: invites you to track time and expenses in FreshBooks
      You are now part of ::company name::'s team.
Click here to log in to your account:
::login link::
Username: ::username::
Password: ::password::
      
        username
        password
      
      
        login link
        company name
        first name
        last name
        username
        password
      
    
    
      new_support_ticket
      [::company name::] has created a new support ticket in FreshBooks
      To access your support ticket from ::company name::, go to:
::ticket link::
      
        ticket link
      
      
        ticket link
        company name
        client organization
        first name
        last name
      
    
    
      update_support_ticket
      [::company name::] has updated your support ticket in FreshBooks
      To access your updated support ticket from ::company name::, go to:
::ticket link::
      
        ticket link
      
      
        ticket link
        company name
        client organization
        first name
        last name
      
    
    
      late_payment_reminder_first
      [::company name::] Invoice Notice
      Your invoice is now 30 days overdue.  Please pay your invoice.
To access your invoice from ::company name::, go to:
::invoice link::
      0
      
        invoice link
      
      
        invoice number
        invoice link
        payment amount
        amount owed
        company name
        client organization
        first name
        last name
      
    
    
      late_payment_reminder_second
      [::company name::] Invoice Notice
      Your invoice is now 60 days overdue.  Please pay your invoice.
To access your invoice from ::company name::, go to:
::invoice link::
      0
      
        invoice link
      
      
        invoice number
        invoice link
        payment amount
        amount owed
        company name
        client organization
        first name
        last name
      
    
    
      late_payment_reminder_third
      [::company name::] Invoice Notice
      Your invoice is now 90 days overdue.  Please pay your invoice.
To access your invoice from ::company name::, go to:
::invoice link::
      0
      
        invoice link
      
      
        invoice number
        invoice link
        payment amount
        amount owed
        company name
        client organization
        first name
        last name