Editing the email for sending invoices



When sending an invoice via email to your customers, you should first add the recipient/recipients. The first recipient will be added automatically and is based on the email address that is saved in customer entry. You can also add two more recipients for a total of three if you need to send the invoice to multiple recipients.

By checking the Send a copy to myself box, you can choose to receive a copy of the email yourself. It will always be sent to the email address that is specified in Company contact information (in My Account).

 
The subject line of the email is given by default, but you can modify it freely.

When you send an invoice via email with Zervant, the following default message will be included:


Hi,

Please find your invoice attached to this email. 

Thanks for using our services!

Best regards,

Your name
Your contact information



You can change this default message the next time you send an invoice via email by changing the message field shown here and checking the Save as default message box.

You can also add attachments alongside your invoice or estimate when sending by email. To add an attachment, click on Choose file... in the email sending window (the maximum size of all attached files is 20MB). You can read more about this here.



Can I edit the email address from which I send the invoice?
When you send an invoice directly from Zervant, the sender address is noreply@zervant.com. Unfortunately, you cannot edit or change this address.

However, if you wish to send the invoice from your own email address, we recommend you to download the invoice as PDF and subsequently attach the invoice to your own email. The name of the PDF generated is default and cannot be changed at this stage. However, you can change the name of the file once you have downloaded it on your computer.


What if my customer answers the email?
Even though the documents you create are sent from noreply@zervant.com, any response from your customer is delivered to your contact person email address (My account -> Company contact information):





Last Updated: Mar 14, 2019 04:46 PM

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