View and change a message template

Reports you e-mail (either as PDF or as e-invoice) are sent with an accompanying e-mail message. You specify how this message looks in the message template.

You need at least one message template for each report type. Profit comes with a number of sample message templates. You can also add multiple message templates yourself for the same report type, for example a Dutch version and an English version.

To view and change a message template:

1. Go to: General / Management / Message / Message template.
2. Open the properties of the message template.
3. Go to the tab:General if you want to set a deviating sender.
4. Go to the tab:Contents.

   

   In this example you see fields (tags) which further personalise your e-mail message with the PDF quotation, for example by adding the quotation number, debtor number, salutation, etc.

5. If required, change the text of the message template.
6. If you want, you can add more tags:
   1. Go to: the position where you want to add the field.
   2. Click on:Invoegen tag.
   3. Select a tag.
7. Go to the tab:Attachment if you want to change the name of the attachment.
8. Click on: OK.
9. For the message types for the purchase and sales process, check whether a message gets generated according to your expectations. For example, use a deviating issue method for a bulk message via e-mail and then check the e-mail example.