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 theInvoice email messageorStatement email messagewindow:
- SelectSetup, then selectFirm.
- Go to theBilling and A/Rtab.
- SelectInvoice email messageorStatement email message.
noteThis email is sent to clients whenever invoices or statements are printed when theOutput to emailcheckbox is marked in thePrintwindow. - 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.
