Invoice Enhancements: From Name & Email, Custom Subject

Invoice Enhancements: From Name & Email, Custom Subject

Software Updates

February 22, 2024 ● 2 min read

Invoice Enhancements: From Name & Email, Custom Subject
A freelance graphic designer can now customize sender details to include their business name and personalize the subject line to reflect the specific project or client, enhancing brand recognition and client engagement.
Invoice Enhancements: From Name & Email, Custom Subject: A new feature enables to personalize sender details (From Name, From Email) and customizes subject lines for invoice notifications, enhancing professionalism and client engagement.

⭐️ Why Does It Matter To Your Business?

  • Personalized communication: Customize sender details to reflect the business identity, fostering a personalized connection with clients.

  • Improved brand representation: Tailor subject lines to reflect the content and purpose of the invoice, reinforcing brand messaging and professionalism.

  • Enhanced client engagement: Personalizing sender details and subject lines effectively captures client attention and encourages prompt action on invoice notifications.

⭐️ How To Invoice Enhancements: From Name & Email, Custom Subject

  1. Access the “Payments” tab from the left navigation menu and then click on “Invoices” from the upper navigation menu, and then click on the “Gear” icon.

  2. In the invoices settings, click on Notifications > Customer Notifications, and here you can see the newly added subject option.

  3. You can also select the custom values in the subject field.

  4. In the invoices settings, click on Email configurations, and now you can configure the From Name & From Email.

With Enhanced Invoice Customization, elevate the invoicing process by personalizing sender details and subject lines, ultimately enhancing professionalism and client engagement within the CRM.

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