Changing the Billing Email Template

When bills are sent as an email, the billing email template is used to format the email. If you want to change the standard format of email bills, you can change the billing email template as desired from the Billing Email Template window.

Note that the billing email template does not change the format of the bill. It only changes the format of the email to which the bill is attached.

Follow these steps to change the billing email template:

1. Select File > Setup > Company Preferences. The Abacus Accounting Company Preferences window appears. Select the General tab. Then, click Billing Email Template.

2. The Billing Email Template window appears. When you first open the window, it shows the billing email template in format mode. You can change the text or expressions in the subject line, salutation line, or email body.
   
   

3. To insert an expression, position the cursor where you want to insert an expression. Click the field to the left of the Insert field. A list of available expressions appears. Select an expression and click Insert.

4. Click Show when you are ready to save your changes.

5. A preview of the billing email appears. This is what the billing email will look like to the client. If you still want to make changes, click Format to view the billing email template in format mode again and repeat the previous step. When you are ready to save your changes, select a matter number and then click Done.
   
   NOTE: Your changes will NOT save if you do not select a matter.