- 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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