Forum Discussion

JustMichaela's avatar
Experienced Cover User
9 months ago

Change the Email Message wording when sending invoices

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...
  • Princess_R's avatar
    9 months ago

    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.