Separate email template for proforma invoices
Set a different default email subject and message for proformas under Invoice settings, without changing your normal invoice email.
You can now set a dedicated email template for proforma invoices. When you send a proforma, FitterPal uses that wording instead of your normal invoice email.
Where to find it
Open Invoice settings. The email tabs are now:
- Invoice email (still the default) for standard invoices
- Proforma email for proformas
How it works when you send
Sending a normal invoice still uses the Invoice email template. Sending a proforma uses the Proforma email template. If you have not set a custom proforma template yet, the built-in proforma wording is used.
The send screen links to the matching settings page so you can adjust the template from there.