Skip to main content
Question

Trust receipt email template

  • January 23, 2025
  • 6 replies
  • 94 views
N

I wish to make a minor edit to our email that sends a trust receipt to a client.  I know how to edit an email template, but I can only find invoice buttons, not the trust receipt button, as the support hub mentioned. See screenshot below:

I would appreciate some assistance as the support hub explains how to edit the email sending trust receipts, but I don’t have the button for trust receipts, only invoices, invoice reminders, evergreen retainers and deposit requests.  At the moment, we can email a trust receipt, but the email signs off with “Kind regards” and my name, but we want it to say “Yours faithfully” and then our firm name. 

Thank you!

Nancy

O

6 replies

Sara Sultan
Smokeball Team
Forum|alt.badge.img+1
  • Sara SultanSmokeball Team
  • Smokeball Team
  • January 24, 2025

Hello Nancy,

As you noted, there is not currently a place to customise the language for emailing Trust Receipts.  I have passed your feedback on to the Billing Product team. 

Sara Sultan (she/her), Senior Client Trainer
S
  • shanaContributor
  • Contributor
  • July 14, 2025

Hi Sara,

I’ve stumbled upon this in my quest to fix up the template.

Has this issue been addressed by the Billing Product team yet?

Currently I am amending the emails manually which isn’t the most efficient.

Thanks!  -Shana

O
Sara Sultan
Smokeball Team
Forum|alt.badge.img+1
  • Sara SultanSmokeball Team
  • Smokeball Team
  • July 15, 2025

Hello Shana,

No update yet.  I will let the Billing Product team know this is a pain point for you as well.

Sara Sultan (she/her), Senior Client Trainer
O
O
  • onesimContributor
  • Contributor
  • July 17, 2025

Hi Sara,

I too have stumbled across this as I am also wanting to change the template when emailing Trust Receipts.

 

Thanks,

Simone 

Sara Sultan
Smokeball Team
Forum|alt.badge.img+1
  • Sara SultanSmokeball Team
  • Smokeball Team
  • July 17, 2025

Thanks, Simone,

The Legal Billing Product team has been alerted and are going to work on this.  I have no estimate on when this will be available.  Thanks much for letting us know so we can track client interest in this feature!

Sara Sultan (she/her), Senior Client Trainer
E
  • Emily WContributor
  • Contributor
  • August 4, 2025

This is also an issue for us, I look forward to the update!

Terms & ConditionsAccessibility statement