Working with Cover Letters

Cover Letters may be created to accompany printed content, such as invoices. To view and create cover letters:

1. Click Setup in the left-hand navigation panel.

   

2. Click Template Manager - Cover Letters in the Billing Section.

   

3. From the Cover Letter Type select the type of cover letter you wish to edit.
4. From the Cover Letter list, select the cover letter you wish to edit. This list is filtered by the type chosen above.
5. Enter a Cover Letter Name.
6. Make the desired changes to your cover letter, using all of the standard rich text editor functions.
7. Once completed, click Save As to save the template as the Cover Letter Name you have entered.
8. If you wish to make this cover letter your default, tick the Set as Default check-box.