What are the different email settings
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There are 5 email settings available:
- Email text sent to clients (along with a new estimate)
- Under ‘Settings’ is the ‘e-mail text content settings’ which has options like
- Email text sent to clients: This email text is sent to your clients along with new estimates
- Resend invoice: This email text is sent to your clients along with new estimates
- Due date coming up shortly: This automatic email will be sent to your clients to remind them of the due date to make payment
- New user activation email: New user activation email is sent to new users. This automatic email is sent when you add a new user within your account. Set when to send automatic reminder and overdue messages: Automatic reminder and overdue setting.
- Depending on the task that you wish to perform, you can select a particular option.
- For an example, if you wish to acknowledge your customer for the payment that you received, select ‘Payment received with thanks’ option.
- An email template opens up with the subject line ‘Thank you for your payment’
- By default, the email will have content. Do not edit anything enclosed within “%”. These are codes for relevant invoice number, company name and so on. The relevant information will be inserted automatically into your email.
- You can edit the text outside of the coding (%) and change the message you wish to convey in the body of your email and/or the subject as required.
- If you want to edit the keyword between the %, select the keyword from the drop down list below and insert it at the appropriate places.
- Click on ‘Update’ option after you have made the required changes.
- An email will be sent to your customer
- Select ‘Restore default settings’ option to switch back to the default settings