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Chapter 4. Invoicing and Collecting Income > Setting Send Forms Preferences

Setting Send Forms Preferences

You can create default cover letters that accompany your invoices, estimates, statements, purchase orders, and any other forms you send by email. You can change a message before it is sent, but this timesaver will give all of your emailed business forms a professional look.

Set Send Forms Preferences

Select Preferences from the Edit menu.

Click the Send Forms icon.

Click the Company Preferences tab.

Select the form for which you are creating a default cover letter.

Select a salutation.

Select the style you want to use for names.

Type the text of your default letter.

Click here to check the spelling in your letter.

Repeat steps 4-8 for each type of form.

Click OK.


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