Overview

All templates are found in Business > Settings > Templates.

In this menu, you will find all of the email templates and the Purchase Order templates. We have provided a “What You See Is What You Get” editor as well as allowing you to edit the HTML code behind it.

To access the template field values, click Insert > Insert Template. This will then show all of the field values that can be used within your emails in a drop-down list. You can copy and paste these placeholders into the respective email or document templates, or click save to insert the template into the email.

In the ‘Document Templates’ section of the same page, you can choose a template purchase order. If you do want to edit the structure, we recommend you edit the HTML code and create any <Divs> or <Tables> to suit. We will be happy to create a bespoke PDF template for you for a one-off charge. Just get in touch and tell us what you want. Here is the dedicated help article for editing the Purchase Order