How to Add a Personalized Message to an Email

If the message is the same on every invoice (or any other documents), go to Quick Menu → Settings → Print Forms → Sales Invoice and put the text in the "Terms and Conditions / Notes" field.

If it's specific to each invoice, you may put it in the External notes section on the sales invoice or you can type it in the body of the email. The difference here is that one will be in the attachment and the other in the email itself.

• Related Articles

• Customer Statements

  Generating a Customer Statement Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen. To generate Customer Statements: Navigate to Sales → ...

• Emailing Documents from the Companies module

  Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...

• Customizing Columns in the Companies (Customer/Vendor) List View

  In CustomBooks™, you can customize the columns in the Companies List View to display the information most relevant to you. By default, the Companies List View shows columns such as Code, Company Name, Type (Customer, Vendor, or C/V), Consignee, ...

• How to attach external documents when emailing Sales Orders, Sales Invoices, etc

  When emailing a Sales invoice or other CustomBooks™ document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Click the Send ...

• Exporting Companies' Email Addresses in CustomBooks™

  Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant ...