Is there a way to create a template to be used when Pastel emails an invoice to a client? At the moment the details it enters in the body of the email is so basic . I wanted to perhaps have an email footer, etc, etc.
Is there a way to create a template to be used when Pastel emails an invoice to a client? At the moment the details it enters in the body of the email is so basic . I wanted to perhaps have an email footer, etc, etc.
Although it isn't a proper template, the closest you can get to it is to type in your email signature in the message box of the Pastel email screen. Pastel will then remember that text the next time you send an email, until you overwrite it.
Neville Bailey - Sage Pastel Accounting Consultant
www.accountingsoftwaresupport.co.za
neville@accountingsoftwaresupport.co.za
IronTree Online Solutions
"Give every person more in use value than you take from them in cash value."
WALLACE WATTLES (1860-1911)
Cool stuff,, thanks. I'll try that.
I have a set of text document saved that I copy/paste as required (invoices, credit notes, overdue warnings, etc.).
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