A Credit Email Template is a way to standardize and customize the emails Customers receive when receiving a Credit. 

The Credit template can be modified in the same way as an Invoice template. Customize formatting, colors, logos, language, etc. using an HTML template. Multiple email addresses can also be added in the email address fields by separating each with a comma.

Be sure to review our Template Best Practices & Create & Edit Templates articles for tips on further customizing templates. 

Manage Credit Email Template

Preconditions:

1. Credit Template must be enabled to be able to send emails.

Steps:

1. Navigate to Menu > Setup > Manage Templates.
2. Click Edit in the Actions Column for the Credit Default template.

3. Customize the Email Template: 

• Edit the Recipients field to change or add new recipients.
• Edit the Subject field to change the Subject.
• Edit the BCC field to add an email address to BCC.
• Edit the Reply to Address field. Learn more about customizing the Reply To field. 
• Use the Attach Credit toggle to turn on/off the ability to automatically attach the Credit PDF to the email.
• To customize the language, content, colors, logos, click Source, and edit the HTML.
  
• To test HTML updates, click the Preview icon next to Source.
• Save when finished. 

Send an email to all Customer Contacts

Read more about how to send an email to all Customer Contacts.