How to Set Up Automated Invoice Email Templates
Overview
This tutorial will discuss how to set up your own automated invoice-related emails in SMS. Depending on the email type, students will automatically receive the invoice-related email.
Step Tutorial
1. From the Homepage (Dashboard), go to Administration → Templates → Email Templates.
NOTE: In the SMS, there are readily available invoice-related email templates that you can use. You can change or update these templates as needed. The steps below will cover the creation of a brand-new template.
ADDING TEMPLATE
2. Click Add to start adding your new invoice email template.
3. Fill in the necessary information.
Email Template Name - add the name of your template.
Email Subject - add the email subject.
Emai Type – select the type of email you are creating.
- Invoice
- Invoice Reminder
- Payment Received
- Payment Failure
Email Body - compose the content of your email.
4. You can make use of the available dynamic fields.
5. Click Save to successfully add your new invoice email template.
6. Click OK to confirm action.
NOTE: The system will automatically attempt to charge the student's credit card up to three times. After each failed attempt, the payment failure template will be triggered and sent to the student.
ATTACHING FILE
You can also attach files via Email Attachments; just click the New button on the recently created template, then upload your file.
That's how you can successfully create your own invoice email templates.
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.
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