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C
CR5
January 9, 2019
Question

How can I change the body of the email sent with statements?

  • January 9, 2019
  • 3 replies
  • 49 views
No text available

3 replies

A
AldrinS
Level 4
January 9, 2019

You've come to the right place, CR5.

 

The body of the email you send with statements can be quickly changed with the following steps:

  1. Click Sales on the left navigation menu.
  2. Go to the Customers tab.
  3. Click the Action drop-down menu, then select Create statement.
  4. Make sure the correct customer is selected.
  5. Click Save and send.
  6. Make the necessary changes in the Body field.
  7. Click Send.

 

We also offer this information in our guide on how to create and manage statements for your convenience.

 

That should do it! With these steps, you'll be able to modify your email templates for customer statements like a pro in no time.

 

Keep in touch with me here should you have any additional questions or concerns. I'm always available here for all questions and concerns. Thanks for coming to the Community, cheers to continued success.

    C
    CR5Author
    January 11, 2019

    thank you!  do you know if there is a way to save those changes to the email statement so it becomes the default for all emailed statements?

      1231 4597 3085 584
      January 27, 2021

      Still not fixed 1 year later?

        N
        Nick_M
        Level 4
        January 27, 2021

        Hello, 1231 4597 3085 584.

         

        Thanks for dropping by the Community. I'm happy to clarify for you. My colleagues response above is still accurate. While we're waiting for an update from the product engineers to make the changes mentioned, you can follow the original steps provided above. This work around will help you in the meantime while waiting for a potential update. I would also recommend reaching out here in our Customer Feedback option. Here you can request changes made. The more you do this, the more attention it will receive. 

         

        If there's anything else I can do to help, feel free to post here anytime. Thanks and I hope you have a nice afternoon. 

        J
        JASONSTRAW
        February 18, 2021

        please prod the engineers...

        9
        9130 3485 1247 8386
        February 25, 2021

        Click the Gear icon, then choose Account & Settings. Go to Sales and then click Messages. Under the Sales form field, choose Statements. Then, enter your default email message for statements. Click Save, then Done.

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