Skip to main content

Send Email

In This Article

What is the Send Email feature?

The Send Email button allows you to create and send any customer an email that has the same look and feel as your estimate, project, invoice, and payment notifications they are receiving about a job. 

Please note that outgoing messages and delivery statuses are not saved in Project 2 Payment and, if the customer replies, the message is sent to the business email address affiliated with your account. 

If you intend to send the same email to multiple customers, we recommend using the Email Blast feature to save you time and streamline the process.

How to create an email

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Customers.
  3. Locate the correct customer and click View Customer.
  4. Verify a valid email address is listed.
  5. Click the Send Email action at the top or the email icon to the right of the customer's email address to start a new message.
  6. The Subject is the line of text your customer will see when the message arrives in their inbox. The limit is 95 characters (with spaces). 
  7. The Greeting will sit in front of the Customer Name to create a professional opening for your message. If you do not make any changes, we will use Dear {Customer Name}. If you need to customize the way the name appears in the greeting, you must go back and edit the saved Customer Name.
  8. Start typing the body of your message in the Message box. Although the message is branded for your business, we recommend including a courteous closing line and your name or business name. 
  9. Click the Preview Email button to see a draft of what your customers will receive.

Preview and send the email

If the message looks good, click Send Email to send the message. 

If you need to make changes, click back to return to the previous page and modify your message. 

If you change your mind, click cancel in the upper right corner.