Settings, calendar and backups
Changing the wording of emails
Your own words for estimate and invoice emails and each payment reminder.
There is wording for sending an estimate, sending an invoice, and each of the four payment reminders. Each one has a subject and a message.
- Click Settings in the side menu.
- Click Emails in the list down the side.
- Click the email you want to change, for example Sending an invoice.
- Change the Subject and the Message.
- Click Save emails and reminders.
Words that fill themselves in
These words in braces are replaced for each client when the email is written:
- {name}: the contact’s first name.
- {business}: your business name.
- {number}: the estimate or invoice number.
- {job}: the job title.
- {total}: the total.
- {balance}: what is still owed.
- {due date}: the due date.
- {days late}: how many days past the due date.
- {link}: the link to view the estimate or invoice online.
TipEmpty the boxes and save to go back to the standard wording.
Only the owner and admins of a business can change this wording.