How to Customize Automated Email Templates

Customize Automated Email Templates

Quickly and easily personalize your automated email notifications in FlexPoint.

Important: Do not enable notifications until you are ready to collect payments from your clients via FlexPoint. Enabling notifications prematurely can cause confusion with your clients.

How to Customize Your Templates

1. Navigate to "Customers"
2. Click "Notifications"
3. Select the "Email Templates" tab
4. Locate and click the type of automated email you want to edit
5. Edit the template based on your preferences
6. Click "Save"

Frequently Asked Questions

Can I customize the subject line and body of each automated email?▶

Yes! FlexPoint allows customization of both the subject and the content of each email template to match your branding and communication style.

Will changes affect previously sent emails?▶

No, edits only apply to future automated emails. Past notifications remain unchanged.

Can I preview the email before saving?▶

Yes, there is a preview option that allows you to see how the email will appear to clients before saving your changes.