Creating email templates

This article will show you how to create an email template to send notifications regarding invoices and to send payment information requests.

Please see the video at the bottom of this page with step by step instructions for creating an email template.

Step 1: Login to Benji Pays.

Step 2: In the blue menu to the left of the screen click on Settings and then click on Email Templates.

Step 3: Click on the drop down arrow in the "Select a template type" box and select "Manual Send Invoice Email Templates" or "Payment Information request Email Templates".

Step 4: Click on the drop down arrow in the "Select a template box" and select "Default Manual Send Invoice Email Template" or "Default Payment Information Request Template".

Step 5: Click on the "Copy template" button.

Step 6: Rename the template under "Template Name".

Step 7: These Template Tokens are available to use in the subject and body of the template. They will be replaced with the actual data for each email you are sending. This allows you to customize your message to your customer.

Step 8: You can change the Template Email Subject as well as the Template body by clicking in those areas and typing in the links or information you want to add to the email template. Once you have filled in the subject and body of the template, click the "Save" button. 

New features:   You can delete a template by clicking the "Delete template"  button, you can revert to your last saved version of your template by clicking the "Revert to last saved version" button and you can preview your template by clicking "Preview template" to see what it looks like to your customers. See screenshots below.

For sending Invoice Email- (see steps below)

Step 1: To the left in the blue menu click on "Invoices".

Step 2: You can search your invoices by "Customers" or "Due Date".

Step 3: You can click on individual invoices by checking the box next to the date of the invoice or you can select all invoices by checking the box beside the title "Invoice Date".

Step 4: Next click on the "Batch Actions" button.

Step 5: Click "Send Invoice Emails".

Step 6: Click on the name of the template you just created.

Step 7: Click on the "Send Invoice Emails" button.

For sending Payment Information Request Email- (Please follow the steps below)

Step 1: Click on "Customers"

Step 2: Check the boxes of the customers you want to send the Payment Info Requests to and then click on Batch Actions and then Select "Send Payment Info Requests".

Step 3: Select your Payment Gateway and in the drop down menu next to your customers' name select the name of the payment information email template you created. Next click "Send Payment Info Requests".