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Overview

Email templates are used to notify account contacts and users when system events such as dunning, billing and invoicing activities occur (e.g. an email sent when payment is overdue). Email templates can be configured with variables to provide dynamic data in email messages (e.g. a contact's name, account id, account balance, etc.).

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• Locales need to be setup under the Owner Configuration screen.

Email Templates Panel

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The information in this panel reflects the currently selected template. From here you can change the email template configuration (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This section displays where the selected email template is in use. By default the reference data is displayed in a summary format, however the Entity drop down field can be used to view the exact entities that the template is configured on.

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Adding Email Templates

1. Under the Email Templates heading on the left click the  icon

2. Under the Add Email Template heading on the right specify the template details (see the Email Templates screen help article for descriptions of the available fields and options)

3. Under the Body tab populate the message body with the desired text. Select from the Variables list to include variables in the message (e.g. {account.balance} )

4. Click Save

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Editing Email Templates

1. Under the Email Templates heading on the left click the template you wish to edit

2. Under the Edit Email Template heading on the right modify the template details (see the Email Templates screen help article for descriptions of the available fields and options)

3. Click Save when you have finished making changes

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Deleting Email Templates

1. Under the Email Templates heading on the left select the email template you wish to delete

2. Under the same Email Templates heading click the  icon

3. On the confirmation dialog that appears select Yes