Personalizing Your Email Message

You can choose to edit your email message before you send it to your client. Or, you can set a default email message to be displayed when sending an invoice.

Web

  1. Go to Settings.
  2. Select Email Message.
  3. Enter the text you want to display as your default email message.
  4. Check the box for Show Attachment Text to display a tip in the email message on how to open the invoice.
  5. Check the box for Include Payment Notification to display a Notify button in the email message.
  6. Click on Save.

You can send a copy of your invoices automatically to another email address when you add it as an email Cc or Bcc in the app. Go to Settings and select Email Cc or Email Bcc then enter the email address.

Have more questions? Submit a request