The Desktop Version
- Head on over to your “Manage Account” settings from the sidebar
- Under “General”, scroll down until you see the various different Email Text Boxes.
- Fill out the “Default Email” with you required text and repeat these steps for “Invoice Details’, “Invoice Terms & Conditions”, “Quote details” and “Quote Terms & Conditions”.
- Scroll down the page and press “Save Profile”
The Mobile Version
- Click on the user icon on the top right hand side of the app
- Under “General”, scroll down until you see the various different Email Text Boxes.
- Fill out the “Default Email” with you required text and repeat these steps for “Invoice Details’, “Invoice Terms & Conditions”, “Quote details” and “Quote Terms & Conditions”.
- Scroll down the page and press “Save Profile”