Change body of text when emailing an invoice

Discussion of Enterprise settings
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M1EnterpriseTech
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Change body of text when emailing an invoice

Post by M1EnterpriseTech »

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
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