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Can I edit the subject or format the text when I send my Invoices or Proposals via emails?
Can I edit the subject or format the text when I send my Invoices or Proposals via emails?

Customize your invoice and proposal emails

Updated over a week ago

We've implemented some features to enhance the experience while sending the invoices and proposals to your clients via Bonsai.

  1. We've updated the invoice modal to allow WYSIWYG editing/previewing for both sending the initial invoice email as well as sending reminders

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  1. You can see if reminders on the invoice are enabled when sending your invoices

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2. You can 'schedule' the auto-sending within the normal invoice modal as well as edit the email content that will be sent in the future.

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3. You can preview your invoice emails before sending them and also change the default subject

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Here're all these changes in action :D

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Similar to the above improvements for sending invoices, you can also see some improvements implemented while sending proposals.

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