Customize your email templates

Company → Email Templates covers three groups — Quotes, Invoices and Job reports — each with its own emails (e.g. the invoice email and the overdue reminder).

1. 1Go to Company → Email Templates.
2. 2Pick a template — e.g. “Invoice email” or “Overdue reminder” — and edit its subject, intro or closing text.
3. 3Use the tokens shown for that template (like {invoiceNumber} or {businessName}) to pull in real details automatically.
4. 4Click Save, or Preview first to see exactly what your customer will receive.