Invoices - How to personalize your email message

This article applies to:

Customize your invoicing emails. Add a personal touch to the email that’s sent when you invoice your customer.

To review how to create an invoice from the Money page click here or from a Contact record click here

Personalize Email

Easily personalize the email you are sending to your customer

  1. Click "Next", which will direct you to an Email Editor to personalize your email.

    1. Change the recipient's email address. This will not update the contact record

    2. Select a "From" email address from the drop down

    3. Edit Subject if needed

    4. Add Personalization to the email body

    5. When ready click "Save & Send"

      invoice email

  2. Click "OK, got it" to the popup

    invoice email2

Email Example

invoice email3