Email Templates

Q1. What emails can I customize?

• You can customize emails related to:

  • Transactions:

    • Invoice

    • Invoice Payment

    • Customer Credit

    • Customer Refunds

  • Reminders:

    • Customer Statement

    • Payment Reminder

Q2. How can I create a new email template?

• To create a new email template:

  • Navigate to Settings > Templates> Emails> Choose a tab: Transactions/Reminders and click on New Template.

Q3. What can I edit in the email templates?

• You can customize the following for your emails:

  • Template Name

  • CC/Reply-to Emails

  • Subject

  • Email Message

  • Currency Format

Q4. Can I further customize my emails with placeholders?

• Yes, each email template includes specific placeholders that you can use to customize your message. Use these to auto-fill details in your email templates.

Q5. Can I duplicate email templates or organize them?

• Yes, you can duplicate email templates.

Q6. What are default email templates and how do they work?

• There are two types of default templates:

  • Template default for the organization: This is the default for all emails unless a specific contact default is set.

  • Template default for a contact: Applied when a specific email template is set under Contacts. It overrides the organization default when the contact is selected during transaction creation or editing.

Q7. Can I set default email templates during the contact import process?

• Yes, default email templates can be assigned during contact import. The contact import template includes columns for selecting an email template per contact.

Q8. What happens if I update an existing email template?

• Updates to an existing template will apply to all future emails using that template.

• Previously sent emails will not be affected.

• You can preview changes before sending emails through the email preview option before sending an email.