MoneyPenny helps you automate and simplify your business correspondence, while making it appear more professional. Therefore, we propose default texts for many of the messages you send through your MoneyPenny account. All these messages, plus default invoice/estimate intros or default Terms and Conditions can be found in Settings -> Text Templates, as you can see in the screenshot below:
The best part is that you can review and change any of them by clicking on “Text Template Name”.
On the “Edit Text Template” screen, you can change the following:
* The “Template Name” (which is its internal name within MoneyPenny);
* The subject of your message (if it’s an email) and its body.
If you change your mind, you can restore the MoneyPenny default text at any time, by simply clicking on “Load Text Templates” -> “MoneyPenny Default”.
Another great thing is that in MoneyPenny you can have more than one template for one text type. To create a new Text Template, simply click on the “Add Text Template” button and fill the fields.
However, keep in mind that for one text type, you can only set as default a single template. This can be done right on “Edit Text Template” screen by marking the box “Set as default template” as shown below:
or by choosing “Set as default” in the dropdown row end menu.
Once set, the Default Text Template will be used by default in the related email or message.
New default texts can be uploaded by clicking “Load Text Templates” and choosing the right option, as shown here:
Search for text blocks
On the “Text Templates” page, you can filter data by using the “Search” or “Show all Types” buttons. Just choose the data you’re interested in and click “Search” to get what you need.