Sales tab

Click this tab to enter the subject and message you want to appear on all of the sales forms you email -- invoices and quotes.

Note: If you've found this window using the Email Defaults button of the Review Sales Before Delivery window, only Sales defaults can be changed.

Statements tab

Click this tab to enter the subject and message you want to appear on all of the statements you email.

Note: If you've found this window using the Email Defaults button of the Review Statements Before Delivery window, only Statements defaults can be changed.

Subject

Enter the text that you want to appear as the default in the Subject field of all of the emails you send.

For sales, you can enter a separate subject for invoices and quotes. You can also choose to include the sale number by marking the Include ___ # in the Subject field that appears next to the Subject field. (See Include ___ # in Subject field information.)

The default Subject can be changed for individual forms, if you want, in the Review Sales Before Delivery window or Review Statements Before Delivery window.

Include ___ # in Subject field

Mark this selection if you want to include the number of the transaction in the Subject field of the email.

This selection is available for Sales only.

Message

Enter the text that you want to appear as the default in the Message field of all of the emails you send.

For sales, you can enter a separate message for invoices and quotes.

The default Message can be changed for individual forms, if you want, in the Review Sales Before Delivery window or Review Statements Before Delivery window.

OK button

Click the OK button to accept the entries in the window and close the window.

Cancel button

Click this button to close this window without saving any changes you made.