Invoices
Set up Invoice Email Message
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A custom 'Thank You' email can be sent when the invoice is paid in full.
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This is a great way to remind customers to give you a testimonial, referral, or encourage them to brag about what they had framed at your business on one of your social media platforms.
How to Edit the Invoice Email Message
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On the Main Menu, open the Options tab in the Invoices section.
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Click the Edit Email Message button.
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Open the appropriate tab to edit:
Default Invoice Email Message
Subject: Your Invoice #<Invoice Number>
Body:
Dear <First Name>,
Your invoice of <Invoice Date> is attached. If you have any questions about it, please feel free to contact us by phone or email.
Thank you for your patronage. I look forward to working with you in the future.
Sincerely,
<Sales Rep>
<Your Business Name>
<Your Business Address>
<Your Business Phone>
How to Edit the Email Message
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Click your cursor into the Subject or Body field.
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Position the cursor to the precise position you wish to insert a merge field.
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Click a merge field button, e.g. First Name, and observe that <First Name> was inserted into the text. This is the mail merge code that FrameReady will use to build the custom message.
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When complete, click Done.
How to Use the Mail Merge Fields
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It is recommended that you use the field buttons to insert the merge codes as this eliminates typos.
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To remove an inserted merge code, position the cursor and use the Backspace / Delete keys to remove the code (be sure to also remove the < and > brackets)
Merge Fields for Invoice Email Explained
Company
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Inserts the contents of the Company field from the Contact file.
First Name
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Inserts the contents of the Last Name field from the Contact file. (Remember to enter a space between the first and last name fields in the email message.)
Invoice #
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Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
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Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
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Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
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Inserts the Business Hours as set in Setup Data > Operations tab
Merge Fields for Statement By Aging / Date Range Email
Company
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Inserts the contents of the Company field from the Contact file.
First Name
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Inserts the contents of the Last Name field from the Contact file. (Remember to enter a space between the first and last name fields in the email message.)
Customer Number
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Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
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Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
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Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
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Inserts the Business Hours as set in Setup Data > Operations tab
