Synchroteam allows you customize the subject and body of the emails sent along with your invoices/credit notes and quotes.
Go to (1) Settings, click on More (2)
- Then click on Email for Invoices (1) in order to customize your email for Invoices or Credit notes
- or click on Email for Quotations (2) to customize your Quotation email
To add fields in the subject (1) or the body (2) of the email, simply click in the subject or the email then click on the arrow located next to each field.
(3) don't forget to Save
In the invoice preview, when you hit the "Send as PDF" button, the email sent out, along with the invoice PDF, follows the structure of your email template.
Invoice Email example :
