Changing the wording of the emails your customers get

Every email your customers get from you (an invoice, a request to approve a payment schedule, a receipt, a failed-payment notice, a reminder, a request to sign a document) has a system template that PayMidWare uses unless you choose your own. Open Email templates (from your merchant list) to see them all and which one each email is using.

• View system template shows the wording PayMidWare uses today. It cannot be changed.
• Write your own (or New template) starts a copy of the system wording that you can edit: the subject and the message, with pictures if you like.
• Save keeps it as a draft. The system template stays in use until you press Save and use or Use this. Only one template is in use for each email, and you can keep up to 10 per email.
• Use the system template goes back at any time and keeps your own templates for later.

Fields. Words in double curly braces, such as {{customerName}}, {{invoiceNumber}} or {{merchantName}}, are replaced with the customer's real details when the email is sent. The list beside the editor shows what each email offers; click one to put it where your cursor is. Some fields are ready-made blocks (the pay link, a receipt table, your logo); they go in the message only, not the subject.

Links are protected. The link a customer needs (to pay, approve, add a payment method or sign) must stay in the message, so PayMidWare will not save a template without it, and adds it back if it is ever missing.

Try it first. Preview shows your wording with sample values, and Email me a test sends that sample to your own address. Nothing goes to a customer.

Changing a template changes emails from then on; emails already sent are not changed. Receipts still carry the PDF and payment-support details you set in your other settings.