Setup Email Templates For Quotes, Invoices & Purchase Orders

Format Email Templates For Quotes, Invoices & Purchase Orders

Updated over a week ago

You can easily customise the email notifications for your Quotes, Invoices & Purchase Orders.

By navigating to Settings > Email, you have the option to update the Subject heading and message body of your template emails by simply typing your updated text into the respective fields.

You can also use additional variables i.e. Company Name, Invoice Number, etc. by clicking on the here link, as displayed below, which will expand a list of variable options. Copy and paste the variable name of any variable you wish to display into the email message.

You can reset your templates back to default wording, by clicking on the Reset to Default Text button. 

Once you have made your updates to your email templates, select save

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