Save time and set up defaults for your email messages for documents you email from ProductName, such as invoices and credit notes. - Instead of entering the email message to every time you email a document, set up a default message for each type of document.
- Change the address replies are sent to.
- Choose to always attach the document as PDF.
Change the 'reply' email address When you email documents they are sent from [email protected] If someone replies to this email, it's automatically sent to the email address registered on your account. If you want the replies to go to a different email address, change it here. You might have a generic sales email address or you replies to go to someone else. - Select Settings.
- Under Document settings, select Document emails.
- In the Email Reply Address section, select Change. This shows the email address we're currently using for replies.
- Add the email address you want to use and click Continue.
- Check your inbox for an email with a verification code. Enter the code and choose Verify.
- If it's the wrong email address, just choose Reset to start again.
Send documents from your own email account You can't change the no reply address; [email protected]. To send from your own email account - Export the invoice to PDF and save the file locally to your PC or mobile device.
- Attach your file to an email to send from your email account.
Set up a default email message - Select Settings.
- Under Document settings, select Document emails.
- Scroll to the bottom of the page.
- Select the document type from the left panel.
- Enter the message. The character count will show how much you can write.
- Click Save.
You can also update the message when you send individual documents. Send copies to yourself If you want to receive a copy of the emails you send out, just choose Yes Always send a copy to .... This just sets this option by default when sending emails. Attach document as PDFs If you usually want to attach your documents to the email as a PDF, choose Yes - Always attach the document as a PDF. This just sets this option by default when sending emails. All documents are sent as a link which opens in a browser. Related content Attachments |