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 add 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.

Android, iPhone, and iPad

  1. From the side navigation menu, tap on 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 a generic message” toggled on if you would like the same message for each document type. Toggle this off if you want different messages for each document type
  5. Personalize your default email message by tapping into the section you would like to edit and adding your desired message
    • Add your email to the CC or BCC fields if you would like to receive a copy of each document you send
  6. Tap on the green back arrow after entering your personalized message and it will be saved for future documents

Web

  1. From the side navigation menu, click on Settings
  2. Under the Company section, click on Client communication
  3. Set your default email message preference. Keep “Use the same email message for all document types” toggled on if you would like the same message for each document type. Toggle this off if you want different messages for each document type
  4. Personalize your default email message by clicking into the section you would like to edit and adding your desired message
    • Add your email to the CC or BCC fields if you would like to receive a copy of each document you send
  5. Click Save in the top right corner 

 

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