Email Template

Overview

When using the Email Payments addon, the emails your customers receive are formatted depending on the email settings stored in the Payment Terminal. Settings on this page control these emails, and their content.

Macros

A variety of macros can be used to pull information from the invoice, transaction, or QuickBooks company file, when generating emailed invoices for customers.

To insert one of these macros, click the Insert Value... button, and select one of the options from the menu that appears. Macros are surrounded by curly brackets, and look like this: {CompanyName}

Options/Fields

Email Addresses

The email's address fields (including the To, From, CC, and BCC lines) can be customized using the fields on this screen. In addition, the To and CC fields can be set to the following options:

• Customer Email Address from QuickBooks - the email address stored for this customer in the main email address field in the Customer Center in QuickBooks
• Customer CC Address from QuickBooks - the email address stored for this customer in the alternate/CC email address field in the Customer Center in QuickBooks
• Custom email address - a customized email address, identical per every transaction (CC field only)

Subject:

Customizes the subject displayed on the email invoice. Note that this does not change any of the invoice content - rather, this only changes the email your customers receive.

Invoice Message

Customizes the message shown on the online invoice that your customers can view. This is not displayed in the email - only on the invoice webpage.

Message

Customizes the content of the email that the customer receives in their inbox. This does not change the content of the online invoice - only the information the customer receives in their email.