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You can customize the email that is sent to your clients. Clicking on Manage brings up the email template manager. From here you can launch a full featured editor. For an introduction to using this editor, please see the Template Editor.
Permissions and Settings
You must have the global permission E-mail Templates set to view or update to access the manager.
Grid Columns
Column | Description |
|---|---|
Available | Controls whether users can select this template for preview or to issue an invoice. For invoices that are already issued the template at time of issue is locked in. Even if you make the template unavailable the issued template will remain associated with the invoice. |
Name | A short name that will appear in the template dropdown list. Your installation may have preinstalled templates that use the naming convention E001, E002. |
Description | A description of the template. When a user browses available templates they will see this description. |
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