Texts & Emails

Under Settings → Texts & Emails you decide which words your documents open and close with, and what the email you send them with says. The page appears once UNENO Invoice is activated.

What you set here

In the Document type card at the top, choose which texts you edit. Each type has two parts, each starting with its Placeholders card:

Document texts are in the PDF: the Opening text above the line items and the Signature below them. Placeholders (PDF) sits above them.
Emails are the message the document is sent with: Email subject and Email message. The document is attached as a file. Placeholders (Email) sits above them.

Document type	Document texts	Emails
Invoices	Invoice document	Invoice email
Quotes	Quote document	Quote email and Quote withdrawal email
Invoice cancellations	Cancellation document · Reversal (unpaid) and Cancellation document · Refund (paid)	Cancellation email

Recurring invoices use the invoice texts.
Cancellation invoices get the fitting text: Refund (paid) if money had already come in for the invoice, otherwise Reversal (unpaid).
Reminders have their texts under Settings → Payment reminders.

The invoices' email part: the “Placeholders (Email)” card and the Invoice email card (“The email to your customer: subject and text.”) — languages English, Deutsch and Français — with the subject “Invoice %document_number% (%short_document_date%) from %company_name%” and the message starting “Dear Sir or Madam,”.

Per language

Every card has a tab per language — English, Deutsch and Français; it opens in the language you’re using UNENO in. Which text goes into a document is decided by the document’s Language, which you pick in the editor: a German invoice gets the German texts and the German email.

Change and save

Change the text — in one language or several.
The card’s foot shows how many changes aren’t saved yet — across the languages, such as 2 unsaved changes.
Click Save changes. Every language you changed in this card is saved. Discard brings back the saved texts in every language of the card.

You see Your texts have been saved. Your own text then carries the Modified label.

Back to the default: clear the field and save — the default text is back.
An empty text can’t be saved — empty means “default”. If a document should go out without an opening text or signature, untick Show on document in its editor.
Placeholders such as %company_name% are filled in when the document is produced — which ones work where is listed under Placeholders.
If you leave the page with unsaved changes, UNENO asks: Stay or Leave.

What a change does

Text	When it applies
Document texts	They’re copied into a document when you create it. Existing drafts, issued documents and schedules keep their texts — change them there if needed.
Emails	They’re filled in when sending — also when you re-send an older document.

An invoice created from a quote gets the invoice texts in the quote’s language. A duplicate keeps the original’s texts.

Which email goes out when

Email	When
Invoice email	Send or Issue & send of an invoice, Convert & send of a quote and every schedule set to Issue & send
Quote email	Send or Issue & send of a quote
Cancellation email	Cancel invoice with Email the customer the cancellation — or later Send cancellation
Quote withdrawal email	Withdraw a sent quote with Email the customer a withdrawal notice — or later Send withdrawal notice

The email carries your logo at the top, if you’ve set one, and your company details at the bottom. UNENO doesn’t add a sign-off — it belongs in the email message, as in the default texts.