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How to set up a default email to customers in Sales Invoices

Updated over 2 months ago

For Xero-connected Organisations, you can set up a default email in ApprovalMax that will be sent to the customer automatically (not supported for trial customers).

This is how it works:

  • In the main menu on the left side, click on Approval workflows.

  • Open the Sales Invoice workflow.

  • Click on the Gear icon.

  • Scroll down to the settings for "Email to the customer".

  • Select "Enabled and checked".

  • Type in a default email address. You can also add multiple email addresses in the CC section; each one can be removed later in a Sales Invoice if required.

  • Set up a default email template.

  • Click on SAVE.



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