Page History
The Email Template screen is used to format the email the customers will receive when an Invoice is emailed to them. Open this screen from Invoice | Email | Email Templates button. This button will open a new Email Template screen if the customer on the Invoice does not have an existing email template yet. Otherwise, it will open all the email templates of the customer.
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The Email Template screen is used to format the email the customers will receive when an Invoice is emailed to them. Open this screen from Invoice | Email | Email Templates. This button will open a new Email Template screen if the customer on the Invoice does not have an existing email template yet. Otherwise, it will open all the email templates of the customer. |
Field Description
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Customer - This field will default to the current owner of the Invoice where the Email Template is opened. You can select a different Customer where the template will belong to. Default - Check this if you want to set the default template of the customer. This is useful specially when there are multiple templates for a specific customer. The default template will be used when sending an Email Invoice. Email Sender - Use this field to enter the email address the customer will see on where the email is coming from. This field will accept email address format only. Email Header - Use this to set the texts displayed on the header area of the email. The Add Photo box is used to set the logo that will be displayed on the email. Email Footer - Use this field to set the texts displayed on the footer area of the email. |
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