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Where can I change/customize the text of the emails I send with LSP.expert?
Where can I change/customize the text of the emails I send with LSP.expert?

You can write the text you want for your emails.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

The text of the emails you send using LSP.expert can be changed under Settings > Document and email configuration > Emails tab of the document configuration in question. You can format the text as you like (bold, italics, etc.) and define a different text for your invoices, invoice reminders, quotes, purchase orders, etc.

You can also customize the content of your emails using variables.

You can insert those variables anywhere you want in your emails and the system will adapt them with the correct data when sending your emails. 

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with LSP.expert, by clicking on "Upload an attachment". These attachments will be automatically sent with all the emails you send through LSP.expert.

Once you've done all this, don't forget to go and select the correct document configuration for your clients and suppliers to make sure this document configuration is used for all the documents you create for them.


If you're using LSP.expert V1

The text of the emails you send using LSP.expert can be changed in Settings > Document and email configuration > Emails tab of the configuration in question. You can format it as you like (bold, italics, etc.) and define a different text for your invoices, invoice reminders, quotes, purchase orders, etc.

You can customize the content of your emails using variables. When you click on "help on variables", you see all the variables you can use:

You can insert those variables anywhere you want in your emails and the system will adapt them with the correct info when sending your email.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with LSP.expert, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically sent with all the emails you send through LSP.expert.

When you're done, click on Save.

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