PS Cashbook

Edit Batch Email Template

Detailed Description

When you email customers their (Debtor) invoices a covering letter is automatically created forming the Body of the main email. (The invoice/s is/are an attachment.) The Subject of the email is automatically set also. If you wish to make changes to this letter you can edit the Batch Email Template.

Step 1

  • Click on the Debtors toolbar icon.
  • Click on the Setup tab.
  • Click on the Batch Email Template button.


Step 2: 

  • On the right hand side of this window is a list of Placeholder References, e.g. <Customer>,  <TradeName> etc. These are known as 'Active Text'. This information is auto filled/sourced from your company details entered via the Setup > Setting menu option. These can be inserted into the Subject or Body text boxes on the left hand side of this window.


  • To add a particular Placeholder Reference to these text boxes:
    • using the mouse place the cursor where you want it to be in the text box.
    • click on the Placeholder Reference you want inserted into the body of the text.
  • You can also add more general text to these text boxes, by simply typing.
  • Click on the OK button to save changes.

For example:


Note: If you want the information to revert back to the original cashbook invoice template, click on the Reset to default button.

An example of email sent:




Was this helpful?

Not helpful ( ) Very helpful