Payment Link Email Template

RW Elephant allows you to generate customer emails with one click. This Help Article shows how you can format and customize these emails.

Navigate to the "Account" section by clicking on the icon in the upper right corner of your browser window.

Select "Email Templates" from the left column.

Click on the "Payment Link" tab to customize your message.

Click the green "Edit" button at the top of your browser window to change the default text.

The top field is for the Subject Line of your email. The second field is for the body of the email.

Feel free to modify the default text in any way that you'd like but keep in mind that the Reference Tags (##COMPANY_NAME##, ##EVENT_DATE##, etc.) are meant to save you from a life of cutting-and-pasting. Even if you rearrange them or add more verbiage, you may want to include these tags.


Here is a Reference Guide for the supported Reference Tags:

Company Name: ##COMPANY_NAME##

Event Date: ##EVENT_DATE##

Invoice Number: ##DISPAY_INVOICE_ID##

Client: ##CLIENT##

Invoice Total: ##INVOICE_TOTAL##

Amount Due: ##DEPOSIT_DUE##

Payment Due Date: ##PAYMENT_DUE_DATE##

Balance Due Date: ##BALANCE_DUE_DATE##

Link to Invoice PDF: ##PDF_LINK##

Link to Online Payment Page*: ##PAYMENT_LINK##


Once you're done formatting your email, be sure to click on the green "Save" button at the top of your browser window.

Check out One-Click Order Email Generation for an example of a Payment Link Email in action.


*This Reference Tag is only relevant to users who have enabled Integrated Credit Card Processing within R.W. Elephant.