Email TemplatesΒΆ
Email Templates are available for users to send to Customers automatically when needed. This function also allows users to view and edit all existing Email Templates within the system.
To view Email Templates, navigate to the tab and click on the icon. The Email Templates screen will be displayed.
To view an Email Template, double-click on the appropriate row and the Email Template window will appear.
Users are able to enter in the Invoice ID, Invoice Date, and the Body of the Invoice. Click on the button when finished.
You will notice that the Body of the Email Template has now been updated on the Email Templates screen. Each of these Email Templates will be available for selection sending a Customer an automatic Email.