Save time by setting up default messages for your client emails and PDFs. You can always customize or replace this text when sending an email or generating a statement.
Click on Settings in the bottom left corner and select Messaging.
Create an email message and footer note on Invoices
Enter your desired Invoice message and footer. Click 'Save' once set.
Create an email message and footer note on Income Receipts
Enter your desired Income Receipt message and footer. Click 'Save' once set.
Create an email message and footer note on Estimates
Enter your desired Estimate message and footer. Click 'Save' once set.
Create a PDF message and footer note on Client Statements
Enter your desired Client Statement message. Click 'Save' once set.
To exit the Settings section, click the <- back arrow in the upper left.