The Emails tab lets you customize the messages your clients receive for invoices, quotes and payment confirmations. It is ideal for keeping your tone consistent and making sure every email includes the right details without rewriting text every time.
You can use placeholders to insert live values into each message, such as invoice number, due date, total and payment URL. This gives you personalized email content while keeping setup simple and repeatable.
What You Do On This Tab
Edit email subjects and bodies for each document type and payment update message.
Options Available
- Invoice email subject
- Invoice email body
- Quote email subject
- Quote email body
- Payment received subject
- Payment received body
Supported Placeholders
- {invoice_number}
- {total}
- {due_date}
- {pay_url}
- {first_name}
- {last_name}
- {business_name}
