Personalize sales invoice messages.

How to Add a Personalized Message to an Email







When sending documents like sales invoices, sales orders, puchase orders, etc;, adding a personalized message can strengthen client/vendor relationships and ensure your communication feels professional and attentive.

Here's how you can add a personalized message in CustomBooks™.

  1. If the message is the same on every documents (for example an invoice), navigate to Admin Panel → Print Form Settings → select and open the email template and put the text in the "Terms and Conditions" field → then Save & Close.


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

Adding a message through the External Memo


Adding a message through the Body of the email