Use PDF & Email Presets to set a message and footer note that will appear on all Estimates, Invoices, and/or Statements.
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
Select PDF & Email Presets
Create an email message and footer note on Invoices
Enter your desired Invoice message and footer
Click 'Save Communications' once set.
Create an email message and footer note on Estimates
Enter your desired Estimate message and footer
Click 'Save Communications' once set.
Create an email message and footer note on Client Statements
Enter your desired Statement message and footer
Click 'Save Communications' once set.
To exit the Settings section, click the X in the upper right.