Contents


Overview

This section of the settings panel allows you to customise the email templates, set invoice reminders and update the contact information which will appear in the emails sent out to your customers.

Email settings

Email contact information

Email name

This is the name that will appear in the 'from' field in all system-generated emails sent out to your customers.

Email address

The email address that will appear as the sender and reply-to address for all system-generated emails sent to your customers.


Invoice reminders

You can add up to 3 invoice reminders to send out to customers at different intervals after for invoices that have previously been sent to the customer but remain unpaid.

Click on the + icon to add a new invoice reminder. This will open a modal where you can update the email template. When done, click on the "Create button" to add the reminder. You can edit existing invoice reminders by clicking on the Edit button. Check out the section below regarding on how to update the invoice reminder email templates.


Email templates

Here you can modify the subject and body of all of the customer-facing emails that the system will send out. Click on an email to open the modal where you can make changes as per below.

If you'd like to learn more about certain email templates and when they are sent by the system, refer to the Emails help articles.


Adding and updating email templates

Adding and updating email templates

When to send the invoice reminder (applicable only to invoice reminders)

At the top of the modal, you can select how many days after an invoice has been first sent to a customer that the respective invoice reminder should be sent. Invoice reminders are sent at 2PM in your instance's time zone.

Editing the template

If you want to edit the default template, you can do this using Markdown for formatting. If you want to learn more about using Markdown, check out this Markdown cheatsheet or this Markdown editor.

Insert placeholder

When drafting the email, you can insert placeholders for data relevant to the customer, order, unit, invoice, etc by clicking on the Insert placeholder and selecting one of the options from the dropdown. The options will vary depending on the email template you are editing.

Reset content

If you've made changes but you'd like to revert to the system default template for that specific email, click on the Reset content button.

Toggling between languages

If your instance is setup with multiple languages, you can switch between the languages using the tabs above the subject line. When changes have been made, the respective template with changes will be highlighted with an asterisk*.

Preview

Click on the Preview button to open up a separate window where you can preview what the email template will look like.

Invoice reminder preview

Enable or disable sending of emails

You can choose whether you want each email to be sent to your customers by using the Enable email notification setting when editing an email template. When the checkbox is ticked 🗹, the email is setup to be sent to customers. When left blank, the email will not get sent.

Enable or disable sending of emails

You will see a summary of which email is enabled or disabled in the Email templates section of the email settings page.

Email templates

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