Frequently Asked Questions
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      How to Edit The Message Sent With Documents (in Terminology & Email)

      This article will show you how to edit the text/email sent to your customer with your Quotes and Invoices

      1. Go to your 'Settings' (the cog in the top right corner)

      Screenshot 2021-03-12 at 13.39.33

      2. Go to 'Document and Logo Settings'

      Screenshot 2021-03-12 at 13.41.13

      3. Along the top go to 'Terminology and Email' then select either 'Quote' or 'Invoice'. In there you can edit the text sent to your customers along with the documents you send to them.

      quote screenshot