This tab controls default email behaviour when sending invoices and quotes.

Navigate to:

My Business → Settings → Email Delivery

These controls mirror the settings found in the Document Settings and Terms of Service tabs.

📤 Email Defaults

Send a carbon copy to your own email by default?

Toggle: OFF / ON

When ON:

• The “Send a copy to my business email” checkbox will be ticked by default in send-email screens and modals.
• You can still manually untick this when sending.

When OFF:

• No automatic business copy is sent unless manually selected.

Terms of Service attached to emails by default?

Toggle: OFF / ON

When ON:

• The “Attach Terms” checkbox will be ticked by default when sending documents.
• You can still manually untick this before sending.

When OFF:

• Terms are only attached if manually selected.

🧾 Message to append to notes section of invoices/quotes

This message is added to the document Notes section when Terms of Service are attached.

Example:

For your convenience, the Terms of Service governing this document are attached and supplied alongside it.

This ensures the recipient is informed that Terms are included.

✉ Email body message

This defines the default body of the email when sending documents.

You can customise:

• Greeting
• Message content
• Sign-off

Example:

Please find the *attached document(s)* for your attention.Kind regards,
{business_name}

✨ Formatting Help

Supported formatting:

• # Big Heading (black)
• ## Medium Heading (grey)
• ### Small Heading (light grey)
• **bold**
• *italic*
• _underline_

HTML tags are not supported.

🔁 Available placeholders (click to copy)

You can insert dynamic placeholders such as:

• {customer_name}
• {customer_company}
• {customer_email}
• {document_type}
• {document_date}
• {document_ref}
• {document_status}
• {business_name}
• {business_email}
• {business_phone}
• {business_address}
• {business_tax_id}
• {business_logo}

Note:
{business_logo} inserts your saved logo (if set).
Some email clients may require recipients to click “Load images.”

Button

Save Email Delivery Settings

Applies changes immediately to future email sends.

⚠ Important

• These settings affect new outgoing emails only.
• They do not modify previously sent emails.