Creating & Editing your Payments Email Template
If you use the Email Integration Add On with your PacSol Database, you have the ability to email Payment Request Links directly from your database. The system uses the Payments Email Template for this. To create or edit your Payments Email Template head to your Admin Panel and follow the instructions below:
Click Email Templates
To create a new template, click into the last blank line (1) in your list of Modules and select Payments
To edit an existing Payments template, click the line item that reads Payments (2) from the already existing list of templates on the left hand side. You will see the existing text appear in the window on the right.
Add or edit your template text (3) and be sure to use the Insert button (4) and select the live links so the amount and payment link are populating the template correctly:
Customer Email Settings
Emails that are connected to the customer record, will be used to send the emails with the payment links through Cyncly Pay.
The accounting tab holds the INVOICE EMAIL field. The email in this field will be automatically pulled into the "to" field at the email message screen. You can type in a different email address than the main address into the Email field.
Mark the Use Default Email box to use the main email on the Phone tab.
The invoice email is stored in the Contacts tab inside the Phone tab. This will make multiple accounting emails accessible at the email message when sending invoices or when sending payment requests from payments.