--- title: Editing transactional emails description: Customize the emails sent by the online payments and invoicing tool --- [Skip to content](https://support.b12.io/en/edit-transactional-emails#main-content) [![2026 B12 company logo.](https://support.b12.io/hubfs/B12_logo.svg)](https://support.b12.io/en?hsLang=en) - [B12 Website](https://www.b12.io/) - Products Show submenu for Products - Sites Show submenu for Sites - [AI builder](https://www.b12.io/ai-website-builder) - [Backends](https://www.b12.io/backends) - Client engagement Show submenu for Client engagement - [Client intake forms](https://www.b12.io/client-intake-forms) - [Contact manager](https://www.b12.io/contact-manager) - [Templates](https://www.b12.io/ai-website-prompt-gallery) - Resources Show submenu for Resources - [Resource center](https://www.b12.io/resource-center) - [Case studies](https://www.b12.io/case-studies) - [Pricing](https://www.b12.io/pricing) - [Log in](https://b12.io/dashboard/) Open main navigation Close main navigation - [B12 Website](https://www.b12.io/) - Products Show submenu for Products - Sites Show submenu for Sites - [AI builder](https://www.b12.io/ai-website-builder) - [Backends](https://www.b12.io/backends) - Client engagement Show submenu for Client engagement - [Client intake forms](https://www.b12.io/client-intake-forms) - [Contact manager](https://www.b12.io/contact-manager) - [Templates](https://www.b12.io/ai-website-prompt-gallery) - Resources Show submenu for Resources - [Resource center](https://www.b12.io/resource-center) - [Case studies](https://www.b12.io/case-studies) - [Pricing](https://www.b12.io/pricing) - [Log in](https://b12.io/dashboard/) - [Start for free](https://b12.io/signup/) [Start for free](https://b12.io/signup/) How can we help? - There are no suggestions because the search field is empty. 1. 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[Commerce](https://support.b12.io/en/built-in-features?hsLang=en#commerce) # Editing transactional emails ## Learn how to customize the automated emails sent with your invoices and payment requests. | ![static.intercomassets.comavatars337561square\_128Meredith\_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified](https://support.b12.io/hs-fs/hubfs/static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png?width=60&height=60&name=static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png) Written by: Meredith Last updated: 20 May, 2026 | | This feature is currently available only to users located in the United States. | | --- | --- | --- | When you send an invoice to your client, they are automatically enrolled in a sequence of emails tailored to different circumstances related to the invoice. These emails are triggered by various events, such as recurring billing, client enrollment in auto-pay, payment status updates, and more. Below is a list of emails your client may receive: - **New Invoice:** The initial email containing the invoice details. - **Payment Reminder:** An optional reminder. You choose when to send it. - **Invoice Due Soon:** Sent the day before the invoice due date. - **Invoice Overdue:** Sent the day after the invoice due date if payment hasn't been received. - **Auto-Payment Success:** Sent when a recurring invoice is paid automatically with the saved payment method. - **Payment Success:** Sent when the client pays the invoice without using auto-pay. - **Auto-Payment Failure:** Sent if the client is enrolled in auto-pay, but the payment fails. - **Payment Failure:** Sent if the client attempts to pay, but the payment fails. - **Auto-Pay Turned On:** Sent when auto-payment for a recurring invoice is activated. - **Auto-Pay Turned Off:** Sent when auto-payment for a recurring invoice is deactivated. - **Payment Method Added:** Sent after adding a payment method for a recurring invoice. - **Payment Method Removed:** Sent after removing a payment method for a recurring invoice. - **Invoice Cancellation:** Sent after an invoice is canceled. Customizing these templates allows you to use your own voice while still including the important billing information your clients expect. ### Updating an email template 1\. In the left sidebar menu, click `Commerce` **\[B12 2.0: Payments and Invoicing\]**. 2\. [Create an invoice as you normally would](https://support.b12.io/en/articles/5728835-create-and-send-an-invoice-with-b12-s-invoicing-tool?hsLang=en) by entering your business information, client details, and invoice items. 3\. Under **Template**, select the transactional email you want to edit. ![Create invoice panel with the Template list of transactional emails highlighted](https://support.b12.io/hs-fs/hubfs/image-png-Nov-19-2025-03-41-12-1849-PM.png?width=250&height=452&name=image-png-Nov-19-2025-03-41-12-1849-PM.png) 4\. Under **Content**, click inside the message text box to begin editing. ![Content section with the message text box showing the New invoice email](https://support.b12.io/hs-fs/hubfs/image-png-Dec-10-2025-08-38-37-7762-PM.png?width=250&height=228&name=image-png-Dec-10-2025-08-38-37-7762-PM.png) **Tip:** Click the `` **pop-up icon** to open the text editor in a separate, larger window. ![Message text box toolbar with an arrow pointing to the pop-up icon](https://support.b12.io/hs-fs/hubfs/image-png-Dec-10-2025-08-39-32-5552-PM.png?width=250&height=228&name=image-png-Dec-10-2025-08-39-32-5552-PM.png) 5\. Update the text. Leave any smart tokens (the fields shown in purple) in place. **Smart tokens** automatically pull in details like the client’s name, invoice number, or due date. To add one, click the smart token icon (\) in the toolbar under the message box. When the email is sent, each token is replaced with the correct information for that specific client. ![Message text box with purple smart tokens and the Smart token list open below it](https://support.b12.io/hs-fs/hubfs/image-png-Nov-19-2025-03-43-31-8508-PM.png?width=250&height=452&name=image-png-Nov-19-2025-03-43-31-8508-PM.png) 6\. Click `Save`. 7\. 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