Articles in this section

Customize PDF Email Templates

  • Updated
Follow

Overview

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.

Steps

  1. Log into Salesforce and navigate to 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 an Email Template Name.
  4. Click Clone and rename the Email Template with a Unique Name.
  5. Edit the Description, click Save, and on the new Email Template Detail page, click Edit.
  6. Edit the Email body and click Save.
  7. Copy the name of your new Template.
  8. Navigate to PDF Formats and open the original PDF format you are changing.
  9. Click the Edit button and replace the old Default Email Template name with the new one you just copied.
  10. Click Save and send a test email to yourself to verify your changes.

Related articles