I wish to make a minor edit to our email that sends a trust receipt to a client. I know how to edit an email template, but I can only find invoice buttons, not the trust receipt button, as the support hub mentioned. See screenshot below:
I would appreciate some assistance as the support hub explains how to edit the email sending trust receipts, but I don’t have the button for trust receipts, only invoices, invoice reminders, evergreen retainers and deposit requests. At the moment, we can email a trust receipt, but the email signs off with “Kind regards” and my name, but we want it to say “Yours faithfully” and then our firm name.
Thank you!
Nancy