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Setting up the email template for receipts

Easily customise the emails sent with your receipts

Written by Michelle

Receipts sent via Rounded are accompanied by an email that can be customised at the template level.

  1. Go to SettingsEmail templates.

  2. Open the Receipts tab.

  3. Choose a template to edit:

    • Partial payment receipt (for partially paid invoices)

    • Paid in full receipt (for fully paid invoices)

  4. Update the content and add merge tags to personalise it.

  5. Click Save.

NOTE: This template will be used for all future receipts. You can still tweak the email before sending, but those edits won’t change the saved template.

Remember to download the Rounded mobile app!

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