Streamline Your Invoice Sending Mail Format for Accounting

Invoice sending mail format for Accounting

hi it's Jane here again just wanting to give you another informational video on some zero training I've had a client ask me about how to change how the company name appears in an email template when emailing out invoices so I'm just going to run through how to change the email template so it displays a little bit differently right so this is where you would send out the invoice so you would be in the sales invoice and then we would have hit the email button to email out and then you get this send invoice screen so what my client here is queried is she wants to change where it says demo company au here so that would be her full legal trading name that would normally go in there so she just wants that to be shortened to her business name so yeah we don't actually you can obviously change it each time when you send out the invoice manually but nobody wants to do that's too time-consuming so let's get out of this and go into the settings so you click on your company name at the top left settings and it's in this email settings button here so we can look at the templates and there's many default ones set up here so you can just edit the default sales invoice obviously you can create new email templates in here I suggest if you want to create a new one you can use it for overdue reminders if someone is late paying their bill you could create multiple ones different levels as to how late it's overdue yeah so we'll go into that default sales invoice so you can see here the items that are in the brackets that's just the information like computer language information that it pulls from the zero account so we can't actually replace those brackets with like display name or something different so we're better off just popping in there the actual business name so before it was demo company au so if you want it shorter you might just type in your demo and then down the bottom here we wanted that changed which would be demo as well so really you know we don't need to keep it as the trading name in brackets because it's obviously always going to be your business name that it's from so yeah so I'll save that and you can all be able to see how that reflects by going back into that sales invoice click on email and you can see now that that has changed and we don't need to change that every single time we send out an invoice it's that easy