How to 'Edit payment receipt email' template.

1. Select 'Settings' from the left-hand navigation panel.

2. Click 'Edit Payment receipts email'.

3. Enter the 'BCC Emails' you’d like attached, a 'Subject', and modify the 'Email Body. Use the merge fields on the right-hand side of the screen to customize matter and client related data.

4. Click 'Save Email Template' when done.

Need to add a new Matter or Client Field available? Click here to learn how!

Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].