Messages

Save time by adding your email messages for your invoices, contracts, and proposals as well as conditions and notes for invoices. By saving the messages here, you don’t have to re-write them for each document.

You can also use variables marked with #symbols to add more personalization to your messages. For example, if you’d like to start the email with “Hello, “Client Name”, you can use #recipient_firstname# to show the recipient’s first name. Or use #recipient_company# to display the recipient’s company. Click the “help” button on your settings page to see all the available variables.