Client emails: invoices, receipts and quotes in your own words

Settings ▸ Client emails lets the owner or an admin of a workspace with Invoicing change the words in the emails your clients receive: a new invoice, a receipt and a new quote.

• Each email has a subject, a heading, a message and a button label. A blank line in the message starts a new paragraph.
• Placeholders such as {client}, {number}, {amount}, {due} and {company} are filled in for each invoice or quote. Click one to insert it.
• The preview shows the email in your workspace’s own look. Send me a test emails it to you first; Back to the original returns to WorkBOS’s wording.
• The PDF is still attached and the button always opens the right invoice, receipt or quote. Every change is in the audit log.