Templates | Define email templates in Settings Other E-mail templates. Or you can send an individual email without pre-defined template. |
Subject | You can define it in templates, or change it here. |
Email is pre-filled automatically from Client card. You can change it here. | |
Mark Invoice as Sent | Selected When invoice is marked as sent, it is excluded from other invoices that are intended for bulk sending. |
File | Outgoing invoice is automatically attached, or use this option to attach more files. |
Email body | You can use plain text or HTML format for email text. Formatting a text is similar to common text editors. |
Send SMS | You can also send an alert SMS along with the email. |
SMS template | Define SMS templates in Settings Other SMS templates Or you can send an individual SMS without pre-defined template. |
Text of SMS | Length of one SMS is 160 characters. You may also use system variables. |