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How do I change the email text that is sent to the customer?

How do I change the email text that is sent to the customer?
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  • 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 invoices

Resend invoice: This email text is sent to your clients along with new invoices

Payment received with thanks: This automatic email is sent to your clients after they make payment

Due date coming up shortly: This automatic email will be sent to your clients to remind them of the due date to make payment

Invoice is overdue now: This automatic email will be sent to your clients if invoice is not paid by due date

Payment received confirmation: You will get this email when your client makes the 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.

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  • 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.

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  • An email template opens up with the subject line ‘Thank you for your payment’

 

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  • 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.

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  • An email will be sent to your customer
  • Select ‘Restore default settings’ option to switch back to the default settings

 

 

Note:

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