Go to Invoice > Invoice Options and select the Email tab.

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Invoice Options: Email

•The subject line has a pre-set template: {company} – Invoice {docno}

•This template automatically pulls data from the system.

•You can edit the subject line as needed.

•Example: Adding "From" before {company} would result in:

               From (your company name) – Invoice {docno}

•The same customization applies to the Body of the email.