# Customize customer emails

Edit message templates, preview placeholders and send a test to your own address.

Canonical: https://demo.qixcount.com/help/setup/customer-emails

Who can do this: Owners, or people with *Manage business settings, roles & permissions*

Where: Settings, then Customer emails

Customer email settings control the saved wording and email switches. You need the Manage business settings, roles & permissions permission. Mail delivery uses the sending method in [Email sending](https://demo.qixcount.com/help/setup/email-sending).

## Edit a message

1. Open **Settings**.
2. Select **Customer emails**.
3. Select **Invoice**, **Payment receipt** or **Statement**.
4. Review **Send this email**.
5. Enter **Subject**.
6. Enter **Message**.
7. Select **Save changes**.

The subject allows up to 255 characters and the message up to 2,000. Invoice, receipt and statement forms offer **Attach PDF**. Each type saves separately, so save before changing the selected type.

![Customer email editor with message fields and a sample preview](https://demo.qixcount.com/images/help/setup-customer-emails.webp)

## Insert a changing value

Select a button under **Insert** to place a placeholder at the cursor in the message. Available buttons depend on the email type. For example, the receipt offers payment number, payment amount and invoice numbers; the invoice offers amount and due date. Use the buttons shown for the selected type rather than reusing placeholders from another type.

The preview substitutes sample values. It is not a customer record or a new invoice.

## Send yourself a test

Select **Send me a test** to email the subject and message currently in the editor to your sign-in address. This does not save the template or send it to a customer. The test contains sample substitutions and does not prove that an invoice PDF is attached. The test requires a nonempty, single-line subject and a nonempty message. Tests are limited to five per minute.

For overdue invoice messages, read [Set automatic payment reminders](https://demo.qixcount.com/help/setup/payment-reminders), including what works today.