Use email templates

Email templates allow you to include standardized messages when emailing a form directly from Manager. They are available for transaction forms that typically leave the business. They are also available for forms that may be emailed internally:

  • Receipts and payments
  • Sales and purchase quotes
  • Sales and purchase orders
  • Sales and purchase invoices
  • Credit and debit notes
  • Delivery notes and goods receipts
  • Customer statements
  • Payslips

Email template location

Email templates are unique to forms displayed by themes and become available under Settings Email Templates as tabs are enabled within which they can be used:


You do not have to create email templates, but they are empty until you edit them:

Develop an email template

To develop a specific email template, click Edit beside its name in the listing. Enter your desired content, using the Liquid templating language.

Example
An email template for sales quotes might include:


  • Subject should indicate the matter covered in the email. The code, {{reference}}, will insert the reference number from the specific form being sent, if one exists, such as a quote number or invoice number.
  • Body should be a standard forwarding message. You can edit this before sending the email.

Click Update to save changes to the template. The subject line will be included in the email templates list:

Use an email template

Using email templates is automatic. When viewing a transaction, click Email at the top of the window:

The email will appear, using the email address set up for the intended recipient (customer, supplier, or employee).

Example

All fields may be edited as necessary before clicking Send to deliver the email. Remember to follow Liquid templating language syntax.

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