Join Josh Zweig for an in-depth discussion in this video Customizing emails, notifications, and permissions, part of FreshBooks Essential Training.
- As most people will want to connect with their…clients and staff and subcontractors via email,…let's set up our email preferences.…We're now in the Settings option here,…so you can go back and click on Settings…in the top right hand corner of the screen…and then let's click on Emails.…First, enter the email that you want to appear…in the From address when you…send out emails from FreshBooks.…This will likely be the email that you…signed up for FreshBooks with.…But if you want to change that, you can do so…by clicking on the Change link here,…and then updating your email in the company profile.…
Under the Email section, you now have the option…of customizing the various emails that Freshbooks sends out.…So as an example, when you send out…a new invoice, that will be a specific email.…If you send a customer a payment notification,…that will look a bit different.…When the customer gets a late payment reminder,…that will be worded different.…And there's various other emails here.…So if you want to edit a specific email,…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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