Change the Email Message wording when sending invoices

JustMichaela

Hello Community

 

Would someone like to remind me where I edit the message wording (so it is standard for all future emails, not just editing each and every time) when emailing invoices, statements and the like?

 

I have had a mental blank.  ;-)  Thank you so very much in advance for your kind assistance!

 

 

 

Princess_R

Hi @JustMichaela,

 

Thank you for your post.

 

To set up the email default subjects or messages to use when emailing invoices or statements, go to the Setup menu >> Preferences >> Emailing >> Email defaults. In this section, you can change and create your own template. Kindly refer to this Help article, Set up your default email messages, that has detailed information to assist with this.

 

Please let me know if you require any further assistance with this. I'd be delighted to help you.

 

Cheers,

Princess