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Creating Default Email Messages

In the Additional tab in the Company Information dialog box, you can click an Email button to define the information to include in an email message for every invoice you send and default reminder messages for overdue notices to customers.

For invoice messages, you can add fields to the subject and body of the default email message. When Brass Jacks Bookkeeper generates the message, the fields are filled in with the appropriate data from the invoice or customer record. You can attach files to all your email messages for invoices, such as payment instructions or a privacy policy.

You can send email reminders about overdue invoices to your customers. You can send email reminders to any customer whose invoices are past due and define the settings for sending these reminders.

For information about defining invoice email messages for each customer, see Setting Up Customer Email Options. For information about specifying whether a customer receives overdue invoice reminders, see Setting Up Invoice Reminders.

To create a default email message for invoices:
  1. Click Company Setup in the Company section of the task bar on the right.
  2. In the Company Information dialog box, click the Additional tab.  
  3. Click the Email button.
  4. In the Email Configuration dialog box click the Invoice Template tab.
  5. Type text in the Subject box.
  6. To insert fields into the Subject box, click to place the insertion point. Click Insert Dynamic Field, select the field to insert, click Copy, and then press Ctrl+V( or right-click and choose Paste). Repeat as needed to insert other fields.
  7. Type text in the Body box.
  8. To insert fields into the Body box, click to place the insertion point. Click Insert Dynamic Field, select the field to insert, click Copy, and then press Ctrl+V (or right-click and choose Paste). Repeat as needed to insert other fields.
  9. To attach a file, click the Browse button. In the Invoice Email File Attachment dialog box, locate and select the file to attach and then click Open. Verify the file name and path in the Attachment File Names box.
  10. Click OK.
  11. When you are finished updating information in the Company Information dialog box, click OK.
To create a default reminder email message and specify options:
  1. Click Company Setup in the Company section of the task bar on the right.
  2. In the Company Information dialog box, click the Additional tab.  
  3. Click the Email button.
  4. In the Email Configuration dialog box click the Reminder Template tab.
  5. Type text in the Subject box.
  6. Type text in the Body box.
  7. To send these reminders, select On and specify when to send them.
    To no longer send reminder messages, select Off.
  8. To have reminders sent automatically when Brass Jacks Bookkeeper starts, select Yes.
    To send reminders manually, select No and click Send Reminders Now.
  9. Click OK.
  10. When you are finished updating information in the Company Information dialog box, click OK.