Customize your email message templates

You can customize the default message your customers see in emails when you send invoices, estimates, recurring invoices, customer statements, payment reminders, or payment receipts through Wave. You can customize and save a default message for each of these separately.

Message templates are only available in the web browser version of Wave.

To customize and save a message template:

1. Log in to your account at waveapps.com.
2. Click on your business name at the top right, then select Business Settings.
3. From the Settings menu on the left, select Message templates.
4. Select the type you want to customize.
5. On the next screen, customize the email subject and message.
6. When customizing the subject or message, select Add dynamic fields to insert variable texts, which can personalize the message for each customer. Fields include customer name, company name, invoice number, due date, etc.
7. Under Send settings you can click the checkboxes to always send a copy to yourself and/or attach it as a PDF, where applicable.
8. Click Save changes.

You can follow these steps to customize a message template for each type of customer document or communication you want to send via Wave.