When sending your proposals and invoices, it's always better to choose manual email sending so you can customize it in the following way:
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👉 Scroll through your settings and click on "other parameters": you can customize de introduction messages for your invoices & proposals:
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These messages will be included in two places:
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​👉 In the introduction message of your proposals and invoices - which will be visible on their public page:
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👉 And in your manual email:
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👉 You can select "send" then "manual email" and customize the email to be sent to your client before sending it.
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Operation Completed! Questions or Suggestions? Please write to us via chat 🙂