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].