Change What Your Clients Receive

Reword any client email, switch automatic ones off, set your brand & signature and the invoice reminder schedule.

Steps

1. Go to Settings > Client emails (/dashboard/settings/client-emails). Every email your clients get from you is listed, grouped as Invoices, Payments, Proposals & signing, Leads, Testimonials and Event day. Each row says whether you send it or it goes out automatically, and whether you have customized it.
2. Brand & signature (top of the page): set the From name, intro, signature and footer every client email uses, then click Save. The "Show “Sent by ClientCasa”" switch there saves on its own — it is the same switch as Settings > Organization > Branding, and also shows on your documents and website footer.
3. Open an email from the list to edit its subject and message. Click "Insert field" to add details like the client's first name — each field shows as a pill and fills in when the email goes out. Your logo, the document details, the button and your signature are added for you.
4. Watch the live preview beside the editor. Switch between Desktop and Mobile, or pick a real record instead of sample data. On a phone, Edit and Preview are two tabs.
5. Click "Send test to me" to get the email — with your unsaved wording and the chosen sample or real record — in your own inbox. It only ever goes to your own verified login email, never to a client.
6. Click Save to use your wording from now on, or Reset to default to go back to ours.
7. Automatic emails have an on/off switch on the row and on the email's page. Some switches are shared: the invoice due-soon and overdue reminders are one switch, and the testimonial reminders move together (turning off the first reminder also stops the final one).
8. Invoice reminders: open "Invoice due soon" or "Invoice overdue" to set which days before or after the due date reminders go out. Click "Add step", pick the number of days and before/after, then click Save schedule. With no steps, the default schedule is used (3 days before the due date and 30 days after).

Only owners and admins can change client emails; members can read, preview and send themselves a test. Event-day emails need your own custom domain and say so on the row.