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How to Enable Multiple Languages for Email And Document Templates
How to Enable Multiple Languages for Email And Document Templates
Christopher Ike avatar
Written by Christopher Ike
Updated over a week ago

Have you always wanted to create your documents in a language specific to a particular customer?

For example, you may want to create your invoice in French for a customer in a French-speaking country, say, France.

The good news is that you can, as Uphance now supports multiple languages, including German, Dutch, Spanish, and many more.

The best part is that when you send these documents to your customers via email, they will be automatically generated in the customer's language preference.

Here are the three steps to go about it:

  • Step 1: Create additional languages

  • Step 2: Set the customer's language preference

  • Step 3. Create a document template in the preferred language

  • Step 4: Email the document

Let's now get into detail.

Step 1: Create additional languages

To create a document in a particular language, you first need to enable that language on your account as your account is set to English by default.

To do so, navigate to Settings >> Paperwork

On the Paperwork page, scroll down a little to the Languages section. Search for your desired language (you can add as many as possible). Hit the OK button once you are done, and the selected languages will be added to your account.

Step 2: Set the customer's language preference

Let's say you have a customer based in Germany who you want to mail an invoice to in German. The first step is to set the customer's language to German.

To do so, log in to your account, navigate to Customers Relationships >> Customers

Then select the customer from the Name column. For this illustration, Christopher Ike will be our test customer.

Click on the customer. On the next page, click the Edit details link.

On the Edit details page, scroll down to Country and select Germany. Then set the Email language to German and hit the Update Customer button.

Upon clicking, the customer's language will be instantly set to German.

Step 3: Create a document template in the set language

After assigning a language preference to a customer, the next thing you will want to do is create a document template in that language. This document could be an Invoice, Order confirmation document, Delivery note, etc.

For this illustration, we will be creating an Invoice template in German.

To do so, navigate to Settings >> Document Designer

Upon clicking, you will see a list of document templates you can edit. Since we want to create an Invoice in German, we will click Invoice.

Once you click, you will see the Standard template, which is by default in English.

Copy the template by clicking the Copy button. In the language drop-down, select German. Save.

After that, rename the template name (optional though) and save. Hit the Back button to go back to the template page.

You now have an Invoice template in German that you can send to customers.

Step 4: Send the document to the customer

Now that you have an Invoice template in German, the next thing you will want to do is to generate an invoice and send it to a customer via email.

Here's how the invoice will look like when the customer receives it:

Enabling Automatic Emails in A Specific Language

When you create an invoice, confirm an order, ship a product, etc., Uphance will automatically send you a notification email, but in English.

But what if you want it in German instead? Now, you can have the notification email in German - or any other language you prefer.

To do so, follow the steps we highlighted to add your preferred language and enable it.

After that, navigate to Settings >> Email

This will take you to the Email setting page. Then scroll to the Automatic Email section. There, you will see all the languages you enabled.

Pick one (in this case German), click Edit email for the document you want to automatically an email notification for (in this case Order Confirmation) then Save.

After that, switch the email template from Draft to Ready, and you are done.

You can test the email by clicking the Test email button.

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