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Statement email template
Statement email template
Updated over a month ago

This setting allows you to set a statement that defaults when sending a statement through Commusoft. This is important in that it helps maintain proper contact, get concise information to your customers, and is customisable via tagging.


View Setting

➡️ Profile Icon > Settings > Invoicing > Statement email template > View


Set Up Statement email template

➡️ Default statement message

  1. Fill in the message in the provided text box for each method.

    1. Use tagging to personalise the message with job-specific details such as customer name, job location, and scheduled times.

  2. Click Save.

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