Email Template

This message was edited 2 times. Last update was at 13/01/2009 11:06:56

Using Paypal as an option to make payment on an outstanding invoice, when you are sending the invoice to the invoicee, how do you make changes to the email template the invoicee will receive (and save the changes as your new company email template) to customize to our company standards and necessary information on the email template?

In order to create custom email text to your client just login to your account and click the "Items" tab. Just underneath the "Items" tab in the shaded area click "Add Email Text". Here you can create your custom email text and title it. Once you have finished be sure to click the "Submit" button. Now you will be able to use this saved custom email text on any invoices you send. Just click the "Send" button and scroll down to the bottom of the page and click the "add existing data" button. Here you'll be able to choose your saved custom email text and insert it. Thanks for using BillMyClients.com!