Editable Email Templates

  • Updated

Note: This is only visible for users that have APX enabled.                                                   

To view the editable CARET Payment Email Template:

  1. Select Firm Settings from the drop-down menu beside your avatar.

  2. Click on Billing & Accounting and select Email Options from the expanded menu, then click the Payment Email Options tab.

  3. The template has a Pay Now link and editable fields in the details of the email, which makes it easily customizable.
    • Firms can include their logo and firm information.
  4. Clicking Preview Payment Email Template displays a preview of the email after it has been customized. Click OK if you are satisfied with the preview.
  5. Click Update to save.

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