Default Emails

ConfigureUpdated September 17, 2026 · Reviewed by Peasy Team

Default Emails are the starting body Peasy uses every time you send an invoice, purchase order, or RFQ. Set them once and every send dialog opens with that body pre-filled — you can still edit on a per-send basis before clicking send.

There are two pages, one for sell-side emails and one for buy-side:

  • Configure > Sell > Default Emails — Invoice template, invoices reply-to, invoice CC, and the inbound orders email.
  • Configure > Buy > Default Emails — Purchase order template, RFQ template, purchase orders reply-to, and the purchase orders CC list.

How to Get There

Go to Configure in the sidebar and choose Default Emails under either the Sell or Buy section.

Sell Default Emails

Inbound orders email

A read-only Peasy address (like yourcompany@orders.peasyos.com) that Peasy monitors for incoming wholesale orders. Forward orders to this address and Peasy creates draft invoices from them. The address is derived from your Company ID — if you need to change it, contact support.

Invoices reply-to

When you send invoices from Peasy, replies will go to this email address. Leave it blank to use your account email.

Invoices CC

Email addresses to prefill in the CC field whenever you review an invoice email. Separate multiple addresses with commas; you can save up to nine defaults so the customer still fits within the 10-recipient email limit. You can edit or clear the field for one send without changing this saved default.

Your own automatic sender copy remains included even when you clear the field. This default applies to invoice Review only; it does not change invoice reminders or the separate bulk-send action on the Sales Orders page.

Invoice template

The default body used when you send an invoice. Edit the textarea and click out — changes save automatically. Use Reset to default to clear your customization and return to the system wording.

Available placeholders:

  • {customer_name} — The customer the invoice is going to
  • {invoice_number} — The invoice number
  • {entity_name} — Your business name

Buy Default Emails

Purchase orders reply-to

When you send purchase orders from Peasy, replies will go to this address. Leave it blank to use your account email.

Purchase orders CC

Email addresses that should be CC'd on every purchase order email you send. Separate multiple addresses with commas (for example, accounting@you.com, ops@you.com).

Purchase order template

The default body used when you send a purchase order. Edit the textarea and click out — changes save automatically. Use Reset to default to return to the system wording.

Available placeholders:

  • {vendor_name} — The vendor the PO is going to
  • {purchase_order_number} — The PO number
  • {entity_name} — Your business name

RFQ template

The default body used when you send a request-for-quote. Same edit and reset behavior as the other templates.

Available placeholders:

  • {vendor_name} — The vendor receiving the quote request
  • {entity_name} — Your business name

How Placeholders Work

Placeholders are written exactly as {customer_name}, {vendor_name}, etc. — keep the curly braces. When Peasy sends the email it swaps each placeholder for the matching value (the actual customer name, the actual PO number, and so on). If a value isn't available — for example, an unsent PO has no PO number yet — Peasy leaves the placeholder text in place rather than substituting an empty string.

You can also include any text that isn't a placeholder — line breaks, signatures, or instructions to the recipient.

Peasy removes web links that you type into an email subject or body before sending. Links that Peasy adds for documents, payments, invitations, or portals remain available to the recipient.

Per-Send Edits

These templates set the default body. On every send dialog (Send Invoice, Send PO, Send RFQ) you'll see the rendered body and can still edit it for that one send before clicking the send button. Invoice CC works the same way: editing or clearing its prefilled value affects only that send. Per-send edits don't change the saved defaults.

Good to Know

  • Each template caps at 10,000 characters.
  • Templates save automatically — no separate save button.
  • Reset to default removes your customization; the system wording will appear in the next send dialog.
  • The reply-to and CC fields apply only when Peasy sends the email — direct replies still go to wherever the recipient hits Reply.

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