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Work Orders/Invoices - how to change the email text
Work Orders/Invoices - how to change the email text

Customize the text in the Work Order/Invoice email you send to customers

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


You can change the text you send to your customers to personalize your message.

Key Points

  • Edit Document Template

  • Update the Email Template

  1. Click the Settings gear icon in the upper-right corner 

  2. Under Company Setup, click Document Templates

  3. Scroll to the bottom of the page

  4. Change the text to include things such as; thank you for your business, we appreciate it, don't forget about us in the future, please recommend us to your friends, and so forth

  5. You can drag and drop the placeholders on the right to the text box

  6. Click the Preview button (always click a Preview button)

  7. Click Close

  8. Make the necessary changes

  9. Click Save Templates at the top of the page

Placeholders are items that contain the information of the placeholder name. For example, if your company name is ACME, and you drag the {company_name} placeholder into the email, the email will show ACME.

To change the text in the Invoice email, click the Invoice tab and repeat the steps above.

Also see How Placeholders work

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