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nandu1256
Level 1

How do I customise the email while sending an invoice. I would like to use one format for sending unpaid invoice and another while sending Invoices that has been paid

 
1 Comment 1
MaryLandT
Moderator

How do I customise the email while sending an invoice. I would like to use one format for sending unpaid invoice and another while sending Invoices that has been paid

Let me help you customise the email when sending invoices to your customers, nandu1256.

 

You can change the email message and there's only one template for paid and unpaid invoices. To do that, you can follow the steps I've outlined below.

 

  1. Go to Settings ⚙, then Account and settings.
  2. Proceed to the Sales tab, then click the Messages section to expand it.
  3. Select Invoice from the Sales form drop-down.
  4. Edit the Email message.
  5. Click Save, then Done.

 

You may want to edit the message every time you send unpaid invoices. Then, go back and edit again so you have a different message for the paid ones.

 

I'm adding these articles to help manage your sales forms:

 

Let me know if there's anything else you need about changing the email message for customers. I'll be right here to help you.