The following steps walk you through the process of creating an automatic email notification at the account level. These default settings will be applied to every new customer that you create.
For more information about what email notifications are and when you would and to use them, see Email Notifications Overview
For information about configuring email notifications at the account level, see Configure Email Notifications (Account Level)
To configure an automatic email notification at the account level:
Navigate to Settings > Branding > Outgoing Emails.
Scroll down to the category containing the Email Notification you wish to configure. Click to open the settings pane for the selected Email Notification type.
Under Email enabled:, Click Yes.
Verify that the From email: information is correct. This data is auto-populated using the information you entered as your Default Email Addresses and Names. If you have not yet provided a default "from" email address, or you wish to update it for all communications, see Set the Default Email for Sending Notifications. If wish to override the default email address for this email notification, type the replacement values in these fields.
If additional settings appear to the right of the "from" email area, specify your preferences. For example, for "Invoice Overdue Email" you must provide email scheduling details.
In the Preview section of the pane, edit the email Subject and Body to suit your specific needs. Note that the default email subject and body contain "merge fields" (for example, %Account.CompanyName%) that pull in the actual customer data when the email is generated. For a complete list of email merge fields, see Email Merge Fields.
Repeat steps 2 through 7 to configure additional email notification types.