Logo

How can we help you?

Search our knowledge base to get answers to your questions, access video training & more!

How to Edit Email Templates

Setup

How to Edit Email Templates

Last updated on 24 Oct, 2025

If you want to customize your emails, you may edit your templates.

 

Just go to Payment Center Settings | Reminders.

 

You should be redirected to a new window as shown in the image below:

Image

 


Hit the Edit Template button to edit the template you want to change.

Did you find this article helpful?
Previous

Converting Quote to Invoice from Process Builder

Next