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Payments
The option to choose a template to send a customer's form is unavailable, Kirbyconrad.
You can only customize your default email message in each customer form (E.g., Invoice, Estimate, and Sales Receipt) and use it as a standard/default message.
To do it:
- Click Gear, and then click Account and Settings.
- Click the Sales tab.
- Click the Pencil icon in the Messages section.
- Select a form under Sales form drop-down and edit/create a message for your customer.
- Click Save, and then click Done.
For more information, please check out this article: How to customize invoice emails.
Please let me know if there's anything else you need. I'll be around to help.