Customizing Email Templates

PayorCRM provides absolute flexibility to customize your emails using the email template editor.

Click on Create/Edit Template to open the email editor.

Add dynamic fields as required

Email template editor allows you to add dynamic templates that are replaced with auto-generated content before the email is sent.

PayorCRM supports the following dynamic fields

  • First name - The first name as defined in your customer list

  • Last name - The last name as defined in your customer list

  • Invoice list - List of unpaid invoices that are defined in the email rules section

  • Customer Company Name - Company name as defined in the Customer list

  • Total amount - Total due amount

  • Payment buttons - Payment buttons that will help your customer pay you right within the email .See details here - https://help.payorcrm.com/how-customers-pay.html

You can add the dynamic fields at any given location in the mail template body by selecting text section where you would like to add them.

Click on "Merge tags" button to see the list of merge tags available