Email Defaults window

This window enables you to enter the default text that will appear in the subject line and body of emails you send with your invoices, statements, purchases, pay stubs and payment notifications.

Note that you can override the default entries in the Review Forms Before Delivery window when sending an email.

Field Descriptions

Click a tab to change the email defaults for each transaction type.

Sales tab

Click this tab to enter the subject and message you want to appear on invoices, quotes and orders.

Purchases tab

Click this tab to enter the subject and message you want to appear on bills, quotes and orders.

Statements tab

Click this tab to enter the subject and message you want to appear on emailed statements.

Payments tab

Click this tab to enter the subject and message you want to appear on all of emailed payment notifications.

Pay Stubs tab

Click this tab to enter the subject and message you want to appear on emailed pay stubs you email.

Subject

Enter the text you want to appear in the Subject field of the email.

For sales and purchases, you can enter a different subject for invoices, bills, quotes and orders.

Include […] # in Subject field

Select this option to include the transaction number in the Subject field of the email.

This selection is available for sales and purchases only.

Message

Enter the text that you want to appear in the body of the email.

For sales and purchases, you can enter a different message for invoices, bills, quotes and orders.

OK

Click to save your changes and close the window.

Cancel

Click to close this window without saving your changes.

Tips for this window

Related topics

■	Sending forms