Client called – How can I change the default look and words of the email text?
Answer – Go to > Edit > Preferences > Send Forms
Select the Company Preferences tab and change the settings available there.
Also consider BCC to yourself so you can see and have a copy and it makes it easier to re-send when the client says they “can’t find” or they have “lost the invoice”!
Get a FREE 30 min answer to your query, and FREE ongoing email or phone support – no-one offers as much! Call and you also get FREE “Avoid these GST mistakes” – there’s 18 that the Tax Office see regularly – get them right!
Email firstname.lastname@example.org or call 0407 361 596 Australia