How to Manage and Create Billing Email Templates?

From the left sidebar, locate the Module Manager area, expand the Billing section, and click on the Email Templates option.

To register a brand new communication layout:

  1. Navigate to the upper right corner of the dashboard screen and click the green Create Billing Template button.

  2. In the setup wizard form that opens, fill out the mandatory fields marked with an asterisk (*): From Email, Identifier, and Subject.

  3. Use the rich text editing box under Email Body Message to format and type out your notice layout.

  4. Click the green Create Template button at the bottom right corner to save the record.

Alternatively, to modify an active layout already in the list—such as the Payment Notification or Invoice Generated alerts—locate its row within the data grid table. Move to the right side under the actions column and click the blue Edit button to adjust its properties, sender parameters, or body content.

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