Adding a personalized message on an email

Adding a personalized message on an email




































If the message is the same on every invoice (or any other documents), go to Quick Menu → Settings → Print Forms → Sales Invoice and put the text in the "Terms and Conditions / Notes" field.

If it's specific to each invoice, you may put it in the External notes section on the sales invoice or you can type it in the body of the email. The difference here is that one will be in the attachment and the other in the email itself.





    • Related Articles

    • Customer Statements

      Generating a Customer Statement Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen. To generate Customer Statements: Navigate to Sales ...
    • Emailing Documents from the Companies module

      Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...
    • How to attach external documents when emailing Sales Invoices, etc

      Intro When emailing a Sales invoice or other AccountingSuite document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email).  The print preview screen appears. Choose a ...
    • Exporting Customer's Emails

      Is there a way to export customer's emails? Yes, to export a list or a report of your customer's email addresses, just follow the steps below : Go to Reports → Universal Report. In the first drop-down, choose Catalog. In the second dropdown, ...
    • Getting Started Step 4 & 5 - Setup Customer & Vendor Central

      Customer / Vendor Central Customer / Vendor Central is your one-stop shop for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily ...