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On Open an Invoice screen, Sales | Invoices menu, open an Invoice record.
Click the Email | Email Templates Templates button to open the Email Template screen. If the customer has an existing templates, it will open these records. In this case, click the New New toolbar button.
Select the Customer whom the new template will belong to.
Check the Default check box button if this is will be template that will be used every time you send an Email Invoice to this customer.
Enter in the Email Sender field the email address that you want the customer to see on the email sender.
Assign the Invoice logo by clicking the Add Photo hyperlink.
Enter in the Email Header field the texts that will be displayed on the header of the email.
Enter in the Email Footer field the texts that will be displayed on the footer of the email.
Here is a sample Email Template.
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On Sales | Invoices menu, open an Invoice record.
Click the Email | Email Templates to open the Email Template screen. If the customer has an existing templates, it will open these records. In this case, click the New toolbar button.
Select the Customer whom the new template will belong to.
Check the Default check box button if this is will be template that will be used every time you send an Email Invoice to this customer.
Enter in the Email Sender field the email that you want the customer to see on the email.
Assign the Invoice logo by clicking the Add Photo hyperlink.
Enter in the Email Header field the texts that will be displayed on the header of the email.
Enter in the Email Footer field the texts that will be displayed on the footer of the email.
Here is a sample Email Template.
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