Edit the email that goes out with invoices?

Question asked by Kathryn ES 7 days ago

Hi all, Does anyone know if there is a way to edit the email that goes out with invoices attached to it? I'm not keen on the default wording. Thank you

2 Replies

Hi Kathryn,

It is not possible to edit the email template on the Basic MTD plans. This feature is only available on our Full Accounting plans from the Small subscription and above.

In this case, when sending out invoices, you will be able to manually edit the wording of the email.

Tommy

Hi Tommy, thank you for that. I have the £5 pcm version, is that one that can accommodate changing the template for the emails that go with invoices? I work in a sector where ‘Hi Tommy!’ is just not the way I communicate with customers. Thank you

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are