Manager SE Settings, Defaults, Database

Email Text For Invoices?

Email Text For Invoices?

Postby dandsautoandtruck » Fri Nov 03, 2017 5:30 am

Before the current update (7.2.8) when we emailed invoices the "Dear, " would be automatically populated with the customer's name and it no longer does this. I remember seeing something about customizing emails. Is that still in the works?
dandsautoandtruck
Member
 
Posts: 14
Joined: Wed Dec 02, 2015 9:31 am

Re: Email Text For Invoices?

Postby Silky7 » Fri Nov 03, 2017 7:07 am

Since you have 7.2, you have the ability to customize your email templates however you'd like. Go to File > Print Setup. In the bottom left of that window, you'll see an email template editor. Templates can be made different for each option there (e.g., Estimate, RO, Invoice) so make certain you select which item you'd like to edit the template for before going into the editor.
User avatar
Silky7
2nd Level Tech Support
2nd Level Tech Support
 
Posts: 711
Joined: Mon Dec 31, 2007 10:07 am

Re: Email Text For Invoices?

Postby dandsautoandtruck » Mon Nov 06, 2017 12:46 pm

Thanks
dandsautoandtruck
Member
 
Posts: 14
Joined: Wed Dec 02, 2015 9:31 am

Return to Database+Settings

Who is online

Users browsing this forum: No registered users and 1 guest