Setting up Email Default Text
PaySmart's Four Emails
PaySmart will send out four different emails to your clients:
- An email requesting that the client pay the deposit amount of a specific proposal
- An email thanking the client for paying the deposit amount
- An email requesting that the client pay an invoice
- An email thanking the client for paying the invoice
The default email requesting the deposit payment and the default email text sent after deposits have been paid
Below is the screen where you can set up the default text for all four emails.
To get to this layout, click on the Hamburger menu on the top right of any screen to get to System Preferences. Then PaySmart > Email Settings > Deposit
- Click on this switch to allow your staff to send emails with an invoice requesting payment for the required amount of the proposed deposit.
- Click on this switch to notify the "lead designer" when the client has paid the required deposit amount.
- This is the default subject line for the email to the client requesting payment for the deposit amount.
- This is the default text for the body of the email being sent to the client to request payment for the deposit amount.
- Click on this icon to view a list of merge fields available for emails. For example, [InvoiceNumber] is a merge field that will be replaced with the actual invoice number when the email is sent.
- This is the default subject line for the email being sent to the client to after the payment has been made online.
- This is the default text for the body of the email being sent to the client to after the payment has been made online.
- Enter the email addresses of any persons in your firm who should be notified when a client pays a deposit online.
The default email requesting the invoice payment and the default email text sent after invoices have been paid
This screenshot is not provided as it is almost identical to the screenshot above.