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
Easily personalize the email you are sending to your customer
- Click "Next", which will direct you to an Email Editor to personalize your email.
Change the recipient's email address. This will not update the contact record
Select a "From" email address from the drop down
Edit Subject if needed
Add Personalization to the email body
When ready click "Save & Send"
Click "OK, got it" to the popup