Edit automated emails
IRIS KashFlow Connect will use a set of standard emails to send to new clients at intervals during a free trial of IRIS KashFlow.
You can instead choose to compose your own template and schedule for these emails:
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Go to Settings then select Automated Emails.
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From Managed By select Myself.
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In Send From enter the email address you want the automated emails to come from.
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You will see a list of the automated emails that will be sent to a client during their free trial along with the interval at which they are sent. To edit any of the existing emails select it from the list to open the editor. You can then edit the Send Day, Subject and Message of the email.
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Select Add Email to add a new automated email into the schedule.
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Select the prohibition icon
to disable an email in the schedule and prevent it from being sent. -
Select the trash icon
to permanently delete an email from the schedule. -
Select Update to save your changes when you are finished.