The ReceivablesPro system uses a number of email templates that are sent to your customers on your behalf. When your account is created, a full set of email templates with default content is configured for your account. Merge fields are used to personalize these emails for your business. (See Appendix D: Email Templates for a full list of email templates along with a description of how they are used and a complete list of available merge fields.)
NOTE: You may not see all of the email categories described in this manual in your system. You will only see email categories that apply to the type of payments configured for your system.
You can edit the default set of email templates from the email preferences and templates screen, accessed from the Settings--> Configuration screen.
You can also configure default settings for how payment and recurring payment pre-notification emails, receipts, and failure notification emails are sent.
The following sections provide detailed information on working with email templates and setting email preferences. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.
Next Sections