Customizing Invoice Emails Per Invoice in LeanLaw

LeanLaw's email delivery pop-up lets you customize the email for each individual invoice before sending — overriding the firm's default email settings for that specific delivery. This is useful for adding a personal note, adjusting recipient addresses, or selecting a specific payment link type.

📋 Default vs. per-invoice: Your firm's default email subject, body, and sender are configured in Settings → Email Settings. What you customize here overrides those defaults for this invoice only — it doesn't change your firm's defaults.

Opening the Per-Invoice Email Editor

Go to Billing → Manage Invoices.
Find the invoice you want to send.
Click the Email button next to it (or three-dot menu → Email).
The email delivery pop-up opens, pre-filled with your firm's default email settings.

Customizable Fields

Field	What You Can Do
To (Recipient)	Add, remove, or change the client email address(es). Multiple recipients can be added separated by commas. Pre-populated from the client record.
CC / BCC	Add additional recipients for this invoice only — e.g., a billing contact, cc the responsible attorney, or bcc your billing administrator.
Subject Line	Edit the subject line for this specific email. Supports dynamic keywords (see below).
Body Text	Edit the email body for this invoice. Add a personal note, reference a specific matter, or include payment instructions tailored to this client.
Payment Links	Choose between Invoice Payment Link (invoice total, client can pay less) or Full Balance Link (entire account balance, must pay in full). Only available with a Confido Legal account.

Using Dynamic Keywords in Subject and Body

LeanLaw supports dynamic keywords that auto-populate with invoice-specific data when the email is sent. Insert these in the subject line or body to personalize emails automatically:

Keyword	Inserts
{invoice_number}	The invoice number
{due_date}	The invoice due date
{amount}	The invoice total amount
{client_name}	The client's name
{firm_name}	Your firm's name

💡 Example subject line: 'Invoice #{invoice_number} from {firm_name} — Due {due_date}' becomes 'Invoice #1042 from Smith & Associates — Due June 15, 2025' automatically.

Payment Link Options

If your firm uses Confido Legal for electronic payments, two payment link types are available in the email delivery pop-up:

Invoice Payment Link: Clients pay the invoice total. They have the option to pay less than the full amount — useful for payment plans or partial payments.
Full Balance Link: Clients pay their entire QuickBooks account balance (all outstanding invoices). They cannot pay less. Available only when the client's QuickBooks Online balance exceeds the current invoice amount.

📋 Note: If the client has no outstanding balance beyond the current invoice, the Full Balance Link defaults to the Invoice Payment Link automatically.

Batch Emails Cannot Be Customized Per Invoice

When batch-sending multiple invoices at once, the per-invoice customization pop-up is bypassed — recipient addresses and content are not editable in batch mode. If you need to customize an individual invoice email, send it separately before running the batch.