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Available Email Templates
Client Emails
The following email templates are sent to clients, if enabled, after particular events or actions. Staff may receive BCC copies of these emails if their staff group has these BCC notices set, and the staff member subscribes to them under their [My Info] -> [Notices] section.
| Template Name | Since Version |
|---|---|
| Account Registration | |
Auto-Debit Pending | |
| Credit Card Expiration | |
| Invoice Delivery (Paid) | |
| Invoice Delivery (Unpaid) | |
| Invoice Notice (1st) | |
| Invoice Notice (2nd) | |
| Invoice Notice (3rd) | |
| Payment Approved (ACH) | |
| Payment Declined (ACH) | |
| Payment Error (ACH) | |
| Payment Approved (Credit Card) | |
| Payment Declined (Credit Card) | |
| Payment Error (Credit Card) | |
| Payment Received (Manual Entry) | |
| Payment Received (Non-Merchant) | 3.4 |
| Password Reset | |
| Service Creation | |
| Service Suspension | |
| Service Unsuspension |
Staff Emails
The following email templates are sent only to staff users that have subscribed to receive them under their [My Info] -> [Notices] section. Staff may only subscribe to notices that are available to their staff group.
| Template Name | Since Version |
|---|---|
| Aging Invoices Report | |
| Invoice Creation Report | |
| Tax Liability Report | |
| Cancellation Error | |
| Creation Error | |
| Suspension Error | |
| Unsuspension Error | |
| Password Reset |
Plugin Emails
Plugins may set their own email templates. Take a look at each plugin specifically for more information on the email templates they support. For 3rd-party plugins, consult the 3rd-party plugins' documentation.