🛠️ How to edit the message when sending documents by email

You can customise the text of the emails that accompany the documents you send to your customers. ✉️

1Edit the messages for all documents

1. Go to Settings (on the left-hand vertical bar);
2. Click Message Template, under "Customisation";
3. Choose the document type whose message you want to customise (e.g., Invoice) and edit the messages:

Once you have edited the messages, click Save.

2Change the message for a specific document

If you prefer, you can change the text that goes with a particular document, in the window that opens when you click Send, on the document page.

💬 Frequently asked questions

❓ Where do I change the email message for my documents?

Go to Settings → Message Template, under "Customisation". Choose the document type whose message you want to customise, edit the messages and click Save.

❓ Can I change the message for just one document?

Yes. In the window that opens when you click Send, on the document page, you can change the text that goes with that document.

❓ Can I customise the message for each document type?

Yes. In Message Template, you choose the document type whose message you want to customise, for example Invoice.