Frequently Asked Questions
      Back to home
      1. Help Center
      2. Frequently Asked Questions

      How to Edit the Subject & Contents of Your Documents

      This article will show you how to edit the text/email sent to your customers when you send a document to them.

      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 select 'Terminology and Email' from there you can select both 'Quote' and 'Invoice'. in there you can edit the text/email message sent to your customers when sending them a Quote or Invoice

      Screenshot 2021-03-12 at 13.58.37