When you email an owner statement (or an invoice) from Breeze, the owner receives an email message with the statement (or invoice) attached.

The following procedure describes how to customize the message.

Open the Company Settings screen and open the Email Template tab.

Select the Type. For this example, we selected Statement.

Edit the text as needed by clicking the edit icon.

Click Save to save your changes.

Any text between carats (for example, ^CompanyPhone^) is a token that pulls the value from the company record. For example, when Breeze generates email, it pulls the specific phone number from the company record and places it in the email message in place of ^CompanyPhone^.

If you want to change a token, you can change the value on the company record, or you can take out the carats and enter the exact text you want to send.