Configure and send emails

You can configure a personalised email address to use when sending emails from within WorkflowMax. All invoices you send out will then use that address rather than the default address of [e-mail].

You can also set up custom subject lines for emails used to send out invoices, quotes, estimates and purchase orders. Notification messages sent out by WorkflowMax can also be customised in this way.

Configure your email settings

You can configure your email settings to personalise the way that WorkflowMax sends out various types of email messages.

Working with email

• Print, email, or export quotes and estimates
• Print, email, or export an invoice
• Print, email, or export a purchase order