BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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  • Activating Preset Emails
  • Creating Preset Emails
  • Sending Preset Emails

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  1. APPS - INTEGRATIONS

Preset Emails

PreviousPayment RequestsNextPrice Segmentation

Last updated 2 years ago

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'Preset Emails' allow to prepare email texts that you frequently send to customers or suppliers. This way you can send a default email with just one click, without having to enter the text every time you send it. Examples may be a 'thank you' email after an order or payment by a customer, or asking your supplier for an overview of your current account balance.

Activating Preset Emails

To use preset emails, you first need to activate it in BestInvoicing:

  1. Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.

  2. Check the list of 'All Apps and Integrations'.

  3. Click the green button 'Activate' on the line mentioning 'Preset Emails'.

Creating Preset Emails

As soon as the app is activated, a yellow button 'Configure' will appear. Click it to create your preset email messages.

Did you activate the app ? In this case you will be able to create email messages in the different activated languages.

To create a new message, click the green button 'Create Preset Email'. The message can be created using a subject and a body text.

Sending Preset Emails

Sending a preset email always happens from the customer or supplier file. In the customer filed for example, a new tab will appear 'Preset Emails'. The number between brackets indicates how many preset emails have been created and are ready to be selected.

If you click the tab, you can 'Send' your selected message. The email window allows for last minute modification of the text before sending. Every sent email will also appear at the top of BestInvoicing, behind the envelope icon, in the overview of sent emails.

Is your customer for example French speaking but did you not create a French email text, no preset email will appear in this customer file. Only messages that match the customers language will be shown.

The text of the email can be edited via the visual editor. In the email message, . If for instance you wish to send a thank you email after an order, it can be created as follows:

tags may also be used
'Foreign-Language Customers'