How to 'Edit refund email' template.

1. Click on ‘Settings’ on the left-hand panel.

2. Click ‘Edit Refund Email’.

3. Enter the 'Subject' and customize 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].