How do I change what my message says for quotes and invoices, etc.?

Jeremy H. shared this question 21 months ago
Answered

Comments (5)

photo
1

what message are you wanting to change?

where does it display at?

photo
1

When I send out an event quote, I keep having to change the message in the display box because I do not like the way it's set up. But it's automatically popping up every time I send a quote, so I feel like there should be a way to change it. Same with when I email an invoice. We just bought this business over, so I'm still trying to get everything figured out, but this one I can't seem to get.

photo
1

Settings > Email center > Manual

bf5a81acc087102f88f25bef3a5d973a

Find customer - Quote

16dd8299b2695a01592159bf5bacf1fc

change the Subject to whatever you want

photo
photo
1

send a quote and post a screen shot of the message

photo
1

if you are talking about the subject line or the message etc

go to settings/email center/ and you will see a full list of all the emails and the text, subject lines, etc

you can change any of those you want

f644978ce2d509a8ff9a572d0328f85f


you can get all the template variables here if you want to change any of the info

ours sends dates times invoice numbers conttact info balance due and so much more


https://rental.software/account/#/settings/variables/


i hope this is what you was looking for ?

photo
1

Yes, if it's the email message you mean go to Settings-->Email Center. There are a couple of different quote emails...there's the manual quote, then there's a couple automatics quotes as well.

Leave a Comment
 
Attach a file