How to customize your email body before sending it to your client

To Edit the subject or  the body of an email and add more text or place holders follow these steps:

  1. Before sending the invoice click “Send with revised Email” as in this picture.
  2. Click the “Edit” button
  3. Edit the email the click the “Send” button.

Contact us if you have an issue or more questions.

1 Comment + Add Comment

  • I don’t want to email anything other than the invoice that I have filled out and that I can see on the screen. I don’t want to say, “hi blank, here is your invoice! “ and fill in unecessary names and addresses. That is time consuming. My customers are not receiving their emailed invoices. I can’t figure out why. Because of this I will have to stop using your service.

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