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Emails: choose who your customers see as the sender

Pick the name your customers see on invoices, receipts and reminders, and where their replies go. Then send yourself a test email to check what they get.

By Christopher DosinFounder / CTO

1 min read

Contents

You can now choose the name your customers see on invoices, receipts, reminders and remittance advice, and where their replies go.

The Cybooks dashboard with a company’s financial overview

Where to find it

Settings › General › Emails you send, right after Contact.

What you can choose

  • The sender name: your company name, a registered trade name, the person who sends it, or another name you type.
  • Where replies go: your company email, the person who sends it, or another address.
  • A pick saves at once, with Undo. A typed name or address saves when you leave the field, and one that would not work says why before anything is saved.

Use “Send me a test email” to see what your customers get, and reply to it to check where answers go.

Read more about invoices in Cybooks.

Article by

Christopher Dosin

Founder / CTO

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