Resources
in
Email
Create

How to Create E-mail Templates?

Navigation

Go to Home > Settings > Invoice Settings (O2C) > Edit.

Manage Digital Signature

Click on Save

Click on the dropdown menu next to Enable E-mail Templates Settings and select Yes to enable Custom Templates. Then click on the Save button.

Edit Digital Signature

Click on View/Update

After enabling, click the View/Update button next to the E-mail templates setting.

Edit Digital Signature

Click on Create Template

The E-mail Template page will open. Then click on the Create Template button.

Edit Digital Signature

Click on Save

The Create E-mail Template page will open. Select the template name, subject, and required details. Then click on the Save button.

Edit Digital Signature