Setup firm administration

Sending invoices and statements as e-mail attachments

When you email an invoice to a client, you may want to customize the message or subject line. To do that, you'll use the
Invoice e-mail message
 or
Statement e-mail message
 dialogs.
  1. Choose Setup > Firm.
  2. Go to the Billing and A/R tab.
  3. Next to "Invoice e-mail message" or "Statement email message", select the More .
  4. For the Subject, you can edit the text. You don't have control over the font, size, etc. because that's standardized across email platforms. The [Firm Name] in brackets will pull in the firm name you enter in DT Practice.
  5. For the body, you can edit the text and use all the options in the toolbar. You can use all of these variables by copying and pasting the text from this article into the program.
    • [Client Contact Name]
    • [Client Salutation]
    • [Client Name]
    • [Client ID]
    • [Client Manager]
    • [Client Manager Email]
    • [Client Manager Phone]
    • [Client Partner]
    • [Client Partner Email]
    • [Client Partner Phone]
    • [Client Associate]
    • [Client Associate Email]
    • [Client Associate Phone]
    • [Client Office]
    • [Client Office Email]
    • [Client Office Phone]
    • [Firm Name]
    • [Firm Phone]
    • [Invoice Number]

This article applies to:

  • Product: DT Practice