This guide shows you how to customize the email subject that accompanies the document (Invoice, Receipt, etc.) during the sending phase to the customer.
Step-by-Step Procedure
1. Access the sending screen:
- On the page of the document you are managing, look for the section labeled Personalizza email.
- Click the send button (the button text may vary, for example "Invia Fattura" or "Configura Ricevuta").
- A modal window (pop-up) titled "Invia documento" will open.
2. Locate the Subject field:
- On the right side of the modal window, locate the field labeled Oggetto.
3. Edit the subject:
- Click inside the Oggetto field and type the text you want to use. The default text will be overwritten.
4. Send the document:
- Once the subject is correct, click the Invia button (or "Programma invio", if you have enabled the scheduling option) at the bottom of the window to proceed with sending.
