How do I Create Email Templates in Customer payments App?

• Login and access the Customer Payments app from the universal menu.
• Click on the More(...) icon and selects the Settings.

• In the Settings page, click on the Emails and selects the Email Templates.

• From the Email Templates, click on the Create button.

• The Create Template page will get open.
• Add the Template Name and the Subject line for the Email.
• You can add the Attributes of the Customer payments app in the Subject by using the Insert Attributes.

• Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
• Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.

• Then, add the message of the Email in the Body section.
• You can also add the Attributes of the Customer payments app in the Message body of the email by using the Insert Attributes.

• Then, click on the Create button.

• You can view the Created Template on the List.

• Now, go to the Customer Payments home page and select the payments from the list.
• Click on the More Details.

• From the Payments Overview page, click on the Emails Tab
• Click on the Compose.

• The Compose window will appear..
• Click on the Templates Options, you can view the Created Templates on the list.

• By Selecting the templates, you can view the added message with the selected Payments Details.
• Then, click on the Send.

Related Links

• Create message templates
• Create custom attributes
  
• Search for receivables