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.
Customize PDF Email Templates
- Log into Salesforce and navigate to Setup.
- Enter Classic Email in the Quick Find search textbox. Then, click Classic Email Templates.
- Select Accounting Seed Email Templates from the Folder drop-down list. Then, click the Email Template Name that you want to customize.
- Click Clone and rename the Email Template with a Unique Name.
- Edit the Description, click Save, and on the new Email Template Detail page, click Edit.
- Edit the Email body and click Save.
- Copy the name of your new Template.
- Navigate to PDF Formats and open the original PDF format you are changing.
- Click the Edit button and replace the old Default Email Template name with the new one you just copied.
- Click Save and send a test email to yourself to verify your changes.
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