The Email templates section, allows you to edit your default email templates.
You can navigate to it by clicking then 'Email Templates'
You can use the standard templates included with the basic necessary information, for your convenience.
Editing Existing Templates
You can edit existing templates by selecting one of the default templates from the list. This will allow you to edit the text, layout and merged fields from the contact section.
What can be updated?
Fields that are automatically updated from the contact information, are displayed surrounded by two hashtag symobls '##'.
Email Title is what the template is called
Email Type refers to the where it will be used and were it will appear in the portal. You can choose between Invoice, Credit Note or Statement
Email Subject allows you to edit the default subject
Email Message allows you to edit the default message and customise it as required either specific for a customer or type of client, etc.
Add Merge field to email message allows you to add more fields that automatically collect details from the Contacts section. Just select from the drop down, what you would like to be included in the Email Message. If you want to add details to the Subject field, you can 'Cut' or 'Copy' and 'Paste' it from the Email Message field.
Alternatively you can create your own template from scratch by clicking on