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Setup areas - email messages

You can use the
Invoice email message
 or
Statement email message
 window to write a message or greeting for clients when you send them an invoice or statement as an email attachment.
  • Access the
    Invoice email message
     or
    Statement email message
     window:
    1. Select
      Setup
      , then select
      Firm
      .
    2. Go to the
      Billing and A/R
       tab.
    3. Select
      Invoice email message
       or
      Statement email message
      .
  • You can edit the default subject line and message text.
    • Text in brackets represents variables that will be evaluated when the email is created.
    • You can move or delete the variables from the text.
    • You can't add more variables, other than those shown in the default text. 
  • Use the toolbar to:
    • Change the alignment of the message.
    • Add bullets and numbering.
    • Change the text and background color.
    • Insert a hyperlink.

This article applies to:

  • Product: Practice CS
  • Subject: Billing