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Statement Email Template

HirePOS Guides03. Setup13. Preferences04. Email Templates & Settings02. Email Templates

Statement Email Template

When emailing statements, if you have an email template set up called Statement then this template is used.  

  1. From the main menu strip at the top, go to Setup > Preferences > Email Templates/Settings.

  2. Click the Other Email Templates button towards the bottom.

  3. If you already have a template named Statement in the list then click this template to edit, otherwise click the New Email Template button.

  4. For a new template, click the Standard Template Names dropdown to the right of the Template Name field and choose Statement.

  5. Enter a BCC email address to send a copy to as an archive.

  6. Enter the relevant Subject and Message utilising the placeholders so this information is picked up automatically.

  7. Scroll down and click Save Changes when done.
    Now this template will be used when emailing statements.