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October 12, 2019
Question

How can I send the same letter to all my customers?

  • October 12, 2019
  • 1 reply
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1 reply

October 12, 2019

Having a personalized letter is one way of promoting your business, rene-faber1.

 

Setting a default letter for every sales form type (such as invoice, estimates, sales receipts, etc.) is easy. Here's how to do it:

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select the Sales tab and go to the Messages section.
  3. Select a Sales form.
  4. Enter the necessary details of your Email message.
  5. Click Save and Done.

You can also do it through Custom Form Styles.

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles.
  2. Look for the Standard Master form style and click Edit.
  3. Go to the Emails tab and select the Sales form type.
  4. Go to the Standard email section and enter the necessary details.
  5. Click Done.

I'll be around if you have more queries setting the default letter.