The Email & SMS tab will allow you to customize your email templates for sending various paperwork. To access the Email & SMS tab, click on 'Settings' then under 'Emails and SMS Templates' click 'System'.
You will have the ability to customize email templates for the following paperwork:
Invoice
Work Order
Estimate
Receipt
Statement
These templates will determine what information is displayed in those emails.
NOTE: Each email will also contain a downloadable PDF of their paperwork
For example, however you arrange your 'Invoice' template, is exactly how it will appear to your customers once you send them an invoice by email. That email will also include a downloadable PDF of their invoice.
The 'Preview' option will also allow you to see your email from the customer's perspective before actually sending it.