How to set up a default Email to the Client
ApprovalMax supports setting up a default Email to the Client for Xero-connected Organisations.
This is how it works:
- In the main menu, select the Organisation for which you want to set up a default Email to the Client and open Approval Workflows under Workflows And Settings:
- Open the Sales Invoice workflow:
- Click on the gear icon and scroll down to the Email to the Client settings:
- In the Email to the Client settings section you can:
Enable/disable this option:
- Enabled (the default Email to the Client block in Sales Invoice is enabled; however, the checkbox “Email approved Sales Invoices automatically to the Client” is not ticked automatically)
- Enabled and checked (with this option, the default Email to the Client block is enabled in Sales Invoice and the checkbox “Email approved Sales Invoices automatically to the Client” is ticked automatically)
- Disabled (the Email to the Client block in Sales Invoices is hidden)
Set up a default CC email address
Multiple email addresses can be added in the CC section; each email address can be removed in the Sales Invoice:Set up a default email template
There are limitations to the length of a Sales Invoice's email subject and body:
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