Email settings

Update your email contact details, update email templates and setup invoice email reminders.

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 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.


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. 


Adding and updating email templates

Editing the template

If you want to edit the default template, you can do this using Markdown for formatting.

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.

Note: For a multiline field, like user's address, wrap the placeholder like this: <span style="white-space:pre-wrap">{{user.address}}</span>

UsinCustom Fields
If you'd like use a custom field as a placeholder, the custom field must have the "User permissions" set at least to "View only". If it is set to "Not visible to customer" then the field will not appear as an available placeholder in your email templates.

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. 


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.

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


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