Solution Properties
Solution ID:
222001000101206
Last Modified Date:
Tue Jun 30 10:01:22 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Set up a default email messages
Description

The email message is the main body of text your customer sees when they receive any of the below documents from you. Create default email messages for:

  • Invoices
  • Credit notes
  • Quotes
  • Estimates
  • Statements
  • Remittance Advice
  • Tables of Data
▼ What are Tables of Data?

You can email selected data from most tables using the option in the header bar.

We'll put this text in the Message field. You can then customise it before sending it to someone.

EXAMPLE:

You can select contacts on your customer list and send them via email.

 

Cause
Resolution
  1. From Settings, then Business Settings.
  2. Select Document Emails.
  3. At the bottom of the page, select the document type.
  4. Enter the message within the 4,000 character limit.
  5. Select Save.

You can also update the message when you send individual documents.

Steps to duplicate
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