Table of Contents
Email Invoice Settings #
Add Email Invoice Subject:
- Locate the field for Email Invoice Subject.
- Enter the desired subject line for your invoice emails. This is typically something like:
- “Invoice from [Your Company Name]”
- “Your Invoice #[Invoice Number]”
- Ensure that the subject line clearly reflects the content and purpose of the email.
Add Email Invoice Body:
- Find the text box for Email Invoice Body.
- Customize the body of the email to include any necessary information. Consider including:
- A brief message thanking the recipient for their business.
- A summary of the invoice details, such as the invoice number, date, and total amount.
- Instructions for payment or any relevant terms and conditions.
Add Email Invoice Footer:
- Scroll down to find the Email Invoice Footer section.
- Include any necessary footer information that should appear at the end of your invoice emails. This might include:
- Your company’s contact information (phone number, email, address).
- Legal disclaimers or terms and conditions.
- A note encouraging recipients to reach out with any questions.
Accessing Email Settings
To configure your email settings, follow these steps to access the Email Login:
Navigate to the Home Screen:
- Open the application and ensure you are on the Home Screen.
Locate the Email Login Option:
- Look for the Email Login button or link, usually found in the navigation menu or settings section.
- This option may also be labeled as Email Settings, Email Configuration, or something similar.
Click on Email Login:
- Click the Email Login button to access your email settings.
Email Settings Overview:
- Once in the Email Settings section, you will typically see options for configuring your email account.
- Key settings to look for may include:
- Email Address: The email address associated with your account.
- Password: The password for your email account (ensure it is entered securely).
