Customer Emails

Manage all Customer Facing emails

Navigate to Settings + Configurations + Customer Emails

Transaction Emails are on by default, and can not be turned off.

• We automatically send these to the "notification contacts" from either your CRM or accounting package.

You may edit each individual email template. You may customize:

• Subject Line
• Title
• Header Content
• Footer Content

The "Account Summary" feature is OFF by default. 

• This feature allows you to send clients a recurring "friendly" type email of all open invoices in the system (at the time of sending). It is not intended to be a "collections" type email, but rather a reminder of what is open and due. You may update the wording to be more aggressive if preferred.

Turning this on requires 3 steps.

1. Check-mark the box

2. Pick the time of month you want this to trigger

3. Decide who the recipient is.