You can now send payment links (from the Get paid tab) in customised emails!
How can I create a customised email template?
You can edit the first paragraph of the email’s body, as well as your email signature to include your company’s name, phone number, and all relevant information.
Please follow these steps in order to create your email template:
Go to your Fintecture account settings and click on Email Template.
Click on Create a new template.
You can then start a new template from scratch or modify an existing model.
Once you are done, you can either click on ‘Save and quit’ and it will be saved as a draft, or on ‘Save and publish’, so that it will be ready for you to use.
Please note that at the moment one customised template can be created and saved per account only.
Only Admin users can create customised templates, but all users can use published templates.
How can I modify a customised email template?
You can modify your template at any time as your business needs evolve.
Go to your Fintecture account settings and click on Email Template.
Select your template.
Once selected, you can update the text (first paragraph) or the email signature, or go back to the original model you selected.