Question asked by Claire Powell 9 years ago
Hi, I would like to email my invoices direct from clearbooks. But I would like to email to the recipient to clearly indicate that it is an invoice from our company. If I send an invoice by email now, the recipient receives an email stating that a company using clearbooks rather than "please find the attached invoice from ......
Do I have to change settings to make the email more specific
Hi Claire,
Our email templates can be easily edited to suit your needs. To do this, you would navigate to Sales > Emails > Templates and update the subject and message body, as required.
However, the default email template does clearly indicate that the email contains an invoice from your company. Please see the screenshot below for reference.
Would it be possible to send us a ticket to contact support, including a screenshot of your email screen, so that we can investigate further?
Many thanks.
Mia
Best answerHi Claire
Just to add to what Mia says, the default wording of the email doesn't refer to the "attached invoice" as automatically attaching an invoice is a Toggle feature, in Settings. So if it's switched on, and the invoice is attached, then, as Mia says, merely change the wording in the email template.
Just in case anybody is looking in 2022 or later. The templates have been moved to Contacts->Emails.
Best Alan
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