Accounting Seed Billings and Customer Statement PDF documents can be emailed directly from the PDF generation page.  Emails are formatted with default templates, but you can customize templates with a unique title, subject, and body text.

  1. Log into Salesforce and navigate to Setup.

    > Salesforce Classic: Click 
    Setup on the menu bar at the top of the page. 
    > Lightning Experience: Click the Gear icon on the menu bar at the top of the page and click Setup.

  2. Navigate to Communication/Email Templates.

    > Salesforce Classic: Select Home on the left navigation menu, click Administer, and select Communication Templates. Select the template you want to edit.
    > Lightning Experience: Select Administration on the left navigation menu, click  Email and select Email Templates.

  3. On the Accounting Seed Email Templates page select the Email Template Name that you want to customize.

  4. Click the Clone button.

  5. Rename the Email Template with a Unique Name.

  6. Edit the Description and click Save.

  7. From the new Email Template Detail page, click the Edit button.

  8. Edit the Email body and click Save.

  9. Copy the name of your new Template.

  10. Navigate to PDF Formats and open the original PDF format you are changing.

  11. Click the Edit button.

  12. Replace the old Default Email Template name with the new one you just copied.

  13. Click Save and send a test email to yourself to verify your changes.
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