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September 23, 2023
Question

Is it possible to change the email template that accompanies a customer statement%3F%0D%0A

  • September 23, 2023
  • 2 replies
  • 0 views

I'm happy to email out customer statements, but wish to change the email template that accompanies them.

2 replies

Adrian_A
September 23, 2023

Hi Beryl R,

 

Yes, it's possible to change the email address on the customer statements. I'll guide you through the steps.

 

Before sending the statements, make sure to delete the old email address and enter the new one. I've added this screenshot as your guide:

 

 

Moreover, if you want to customise the statements before emailing them to your customers, you can check this article: Customise your statements.

 

You can always post in the forum if there's anything that I can help with sending statements.

September 26, 2023

Hi Beryl

 

Click on the cog and choose "Accounts & Settings"

Then "Sales"

Then scroll down to "messages" and click the pencil icon

Then select "Statement" from the Sales Form dropdown and you can edit the standard wording from there