How to set up a default email to customers in Sales Invoices
For Xero-connected Organisations, you can set up a default email in ApprovalMax that will be sent to the customer automatically.
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".
6. 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.
7. Set up a default email template.
8. Click on SAVE.
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