When posting a cash or check payment and emailing a receipt, the contents of the “Default Subject” field is used to populate the subject line of the email. You can set a "default" email subject and or a default email template for a variety of different types of emails.
This saves you time because you won't need to type an email subject every time you send a receipt for a payment. And your default email template will automatically populate when you go to send your receipts - you won't even need to select the template from the drop-down menu.
Note: Certain merge codes can be used, which means that information such as client references and invoice numbers can automatically be inserted into default email subject lines. See more information on Merge Codes.Tip: You can create unlimited email templates to speed up and standardize communications.
How do I Set the Default Subject Line and Template for Emailing Receipts?
Navigate to Admin > Settings > Email Settings > Email Subject Settings > Receipt Notification Emails
- Enter some default text in the default subject line and choose your template.
- Click "Update."
Sending a Receipt Notification Email
In this example, when sending a receipt notification email after posting a cash or check payment, the template “Receipt” has been selected as the default.
When sending a receipt for payment, the contents of the “Default Subject” field is used to populate the subject line of the email.
Note: The merge codes used in this example in the body of the email have now been populated with the amount of the payment.
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