🎓Editing invoice email templates
In this video, you'll learn:
- How to access and edit invoice-related email templates in Storeganise’s main settings.
- Customizing key templates like “Invoice,” “Invoice charge failed,” and “Receipt” emails for customer communication.
- Using variables to personalize emails with customer details, rental information, and more.
- Previewing templates to review changes and ensure accurate formatting before saving.
By the end of this video, you'll know how to effectively modify invoice email templates to keep your billing communication clear and professional.
Next up in this module: Setting up your rental agreement (HTML)
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View the transcript
To edit invoice-related emails in Storeganise, start by going to the "Main settings."Click on your name in the top right corner, then select "Main settings" from the dropdown menu.
Next, go to the "Emails" tab in the left-hand menu. Here, you’ll find a list of standard email templates used for customer notifications.
The "Invoice" email is sent to customers when their invoice is generated and issued.
The "Invoice charge failed" email is sent if a payment attempt through an integrated payment processor is unsuccessful.
The "Receipt" email is sent when an invoice is paid successfully.
To edit any of these templates, simply click on the template title. This will open the default template, which you can customize with your preferred text.
You can also insert variables, such as customer information, rental details, custom fields, or other data points available in the system. These variables will be automatically populated with specific information for each customer.
When you’re finished editing, click "Preview" to see an example of how the email will appear. Note that custom fields won’t display in the preview.
Once you’re satisfied with your edits, click "Save" to apply them.