Basic Information

The data entered on the Basic Information section automatically updates the footer information on all client facing email notifications (ex. Payment Receipts).

It is recommended to set the "Email" field to an "Accounting" or "Billing" team address. If a client responds to any system generated email, this is the "Reply to" address.

• note: If you utilize the system's custom SMTP email functionality, those settings have precedence and will impact your From & Reply to addresses.