All receipts sent via Rounded are accompanied by an email, which can be edited at a template level.
To set up the email template for a partially paid invoice
1. Access the email template section via Settings > Email templates
2. Click the Receipts tab, and under Partial payment receipt, edit the email as required using the merge tags to personalise it.
3. Click SAVE to save changes.
To set up the email template for a fully paid invoice
1. Access the email template section via Settings > Email templates
2. Click the Receipts tab, and under Paid in full receipt, edit the email as required using the merge tags to personalise it.
3. Click SAVE to save changes.
This email template will now accompany all future receipts. The email can also be edited before sending as required, but any changes at the individual email level will not affect the email template.
Remember to download the Rounded mobile app!