Personalize Default Email Message

Each time you invoice your clients, a generic default email message is provided in the email body. You can personalize your default email message in settings. Even more, you can special messages for each document type (i.e., your estimate default message can be different than your invoice message).

You can also add emails addresses to be CCd or BCCd to the thread, also specific to the document type of your choosing so that you each time you email your clients their document you receive a copy for bookkeeping or personal reference.

 

iPhone and iPad

  1. Go to Settings
  2. Under the Company section, tap on Client communication
  3. Tap on Default email message
  4. Set your default email message preference — keep “Use the generic message” toggled on or toggle it off if you would have had separate messages for each document type
  5. Personalize your default email message by tapping into the section you would like to edit
  6. Add your email to the CC or BCC fields if you would like to receive a copy of each document you send

Android

  1. Go to Settings
  2. Under the Company section, tap on Client communication
  3. Tap on Default email message
  4. Set your default email message preference — keep “Use the generic message” toggled on or toggle it off if you would have had separate messages for each document type
  5. Personalize your default email message by tapping into the section you would like to edit

Web

  1. Go to Settings
  2. Under the Company section, click on Client communication
  3. Set your default email message preference — keep “Use the generic message” toggled on or toggle it off if you would have had separate messages for each document type
  4. Personalize your default email message by tapping into the section you would like to edit
  5. Add your email to the CC or BCC fields if you would like to receive a copy of each document you send

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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