How do I edit email templates?

Learn how to edit email templates.

Written by AndreiLast update 1 year ago

If you wish to customize how your new invoices, estimates, or late payment reminder emails look like and make them your own, you need to click on: Your profile picture (bottom left) → Company settings → Project accounting → Email templates.

You can use the available placeholders to customize the emails. In addition, you can add HTML formatting to your templates by selecting any text (with your mouse or keyboard) and selecting the desired tags from the popup HTML editor (bold, italic, underline, strikethrough, links, bullet lists, numbered lists) or selecting the source code option to add custom HTML.

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