Email Templates

Lists > Email Templates

Email Templates

Creating new email templates is a way to personalize your emails and save a template for each type of email you want to send. AccountEdge gives you the ability to create email templates, edit existing email templates to add additional information and add detail to the email subject and message that will be sent to the recipients that you choose. You can create an email template for invoices, statements, receipts, purchases, payments, pay stubs, cards and shipping receipts.

To create an email template

1

Go to the Lists menu and select Email Templates. The Email Templates List window appears.

2

Select the tab for the type of email template you want to create.

Note if you upgraded from a previous version and sent emails the template you saved will be displayed in this window.

3

Click the New button to create a new email template. The Edit [...] Template window appears.

4

To edit an existing template select the template and click the Edit button. The Edit [...] Template window appears.

Note To delete an email template, select the template then go to the Edit menu and select Delete Email Template.

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