Custom Email Templates

Features
- Customer Portal
  
  Customer dashboard with recent transactions, account balance, and more.
  
  Customer Payments
  
  Accept online customer payments that post directly to QuickBooks.
  
  Billing Automation
  
  Automate invoice delivery and notifications.
  
  Saved Payment Methods
  
  Customers can save credit card and bank accounts.
  
  Auto Sync
  
  Automatically sync accounting data with your portal.
  
  Custom Email Templates
  
  Customize all your email templates with complete control over your branding.
  
  Custom Invoice Templates
  
  Complete control over the look and feel of your invoices.
  
  Customer File Sharing
  
  Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
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Manage Email Templates

Portal admin can easily manage both built-in and custom templates. Custom templates can be used to quickly send any kind of message from the compose email screen.

Customize/Edit Email Template

The template editor screen provides a rich set of tools for adding merge fields as well as fully custom content.

Custom Email Templates

Manage Email Templates

Customize/Edit Email Template

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