Change body of text when emailing an invoice
Posted: Wed Jul 19, 2017 11:23 am
Please follow the steps below to change the text in the body of an email when emailing an Invoice or Work Authorization to a customer:
- Go to Setup from the Home Ribbon
- Select Print Documents from the left panel
- Select Type = Invoice ( or which ever applies) Template = Invoice ( or which ever applies)
- Select Edit from the ribbon
- Select Edit button next to Email Text in the left panel and make changes here
- Be sure to click Save from ribbon when finished