Email templates are the messages that are displayed for email types within Clear Books. You can view and edit the templates on the Contacts > Emails > Email Templates menu.
You can edit the default messages for the following email types:
- Invoices (new invoices created)
- Invoice Reminders
- Invoice Payments
- Invoice Prompts
- Remittance (for a single bill)
- Payment Remittance (for a payment allocated to multiple invoices/bills)
- Purchase Orders
- Customer Statements
Both the Details template and the Signature template are used in combination with the above email types on all emails. For example, an email for a new invoice would look similar to the below:
The templates that form this email are as follows:
Place holders allow you to populate data on your templates from fields within Clear Books.
For example, this invoice template below begins Dear ::their_forenames:: which will mean that the system will replace the place holder ::their_forenames:: with the first name of the contact the invoice you are emailing is addressed to. The placeholder ::invoice_type:: will be replaced by the word invoice.
The completed email will look as follows: