System Templates contain the email and SMS content for messages which are sent to your clients.

They can be accessed in Settings > Templates.

Types of Templates

Each of the templates correspond with the type of communication which can be sent to your client.

Invoice

Invoice Notification: Sent to the client when an invoice is unpaid
Invoice Receipt Notification: Sent when an invoice has been partially or fully paid
Outstanding Invoice Notification: Sent when an invoice payment reminder is actioned and the invoice due date has not passed
Overdue Invoice Notification: Sent to the client when the invoice due date has passed and the invoice is still unpaid

Quotation

Quotation Notification: Sent to the client when a quotation is published

Report

Report Notification: Sent to the client when a report is published

Appointment

Each appointment notification corresponds with the status of the appointment

Appointment Unscheduled Notification
Appointment Recommendation Notification (Unconfirmed)
Appointment Scheduled Notification
Appointment Departed Notification
Appointment In Progress Notification
Appointment Complete Notification
Appointment Cancelled Notification

Editing a template

When you edit a template, you can modify the following fields:

Subject line displayed on the sent email
Email contents
SMS contents

These fields can contain variables for binding dynamic content onto your template.

For example, if I add the "Client Name" variable, the client's name will be printed onto the message.

Prefixed Variables

Variables which contain the "(Prefixed)" label means that the variable will render in a friendly way as part of a sentence only if a value for the variable exists.

For example, the "Appointment Address (prefixed)" variable will render as
" at [AppointmentAddress]" so that you can create sentences such as
"The appointment has been scheduled for [AppointmentDate] at [AppointmentAddress]".

if an address has not been specified for that specific appointment, the sentence will render as
"The appointment has been scheduled for [AppointmentDate]".