Email templates

Email templates

In ACCOXI details of the transactions made with customer and supplier can be mailed to the interested parties. User can edit the subject, content etc. of these email templates in this settings. In accoxi settings, Email templates included in General head. Settings>General>Email template

Email Template

  • SALES

1.Sales invoice:

Sales invoice mail option is available in the sales transaction view window in the sales module.

  • Subject: user can edit the subject of sales and by clicking update it will be set as a default subject line for every sales transaction mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Sales Email

2.Credit note:

Credit note mail option is available in the credit note view window in the sales module.

  • Subject: user can edit the subject of credit note and by clicking update it will be set as a default subject line for every credit note mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Credit Note Email

3.Delivery note:

delivery note mail option is available in the delivery note view window in the sales module.

  • Subject: user can edit the subject of delivery note and by clicking update it will be set as a default subject line for every delivery note
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content : delivery note

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Delivery Note Email

4.Recurring invoice:

Recurring invoice mail option is available in the Recurring invoice view window in the sales module.

  • Subject: user can edit the subject of Recurring invoice and by clicking update it will be set as a default subject line for every Recurring invoice mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

 

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Recurring Email

5.Payment received:

Payment received mail option is available in the Payment received view window in the sales module.

  • Subject: user can edit the subject of Payment received and by clicking update it will be set as a default subject line for every Payment received mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Payment Email

6.Reminder :

Reminder mail option is available in the sales view window in the sales module.

  • Subject: user can edit the subject of Reminder and by clicking update it will be set as a default subject line for every Reminder mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Reminder

7.Sales order :

Sales order mail option is available in the Sales order view window in the sales module.

  • Subject: user can edit the subject of Sales order and by clicking update it will be set as a default subject line for every Sales order mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Sales Rder

  • PURCHASE

8.Purchase :

Purchase mail option is available in the Purchase view window in the Purchase module.

  • Subject: user can edit the subject of Purchase and by clicking update it will be set as a default subject line for every Purchase invoice mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Purchase Email

9.Purchase order :

Purchase order mail option is available in the Purchase order view window in the Purchase module.

  • Subject: user can edit the subject of Purchase order and by clicking update it will be set as a default subject line for every Purchase order mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Purchase Order

10.Debit note :

Debit note mail option is available in the Debit note view window in the Purchase module.

  • Subject: user can edit the subject of Debit note and by clicking update it will be set as a default subject line for every Debit note 
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Debit Note

11.Payment made:

Payment made mail option is available in the Payment made view window in the Purchase module.

  • Subject: user can edit the subject of Payment made and by clicking update it will be set as a default subject line for every Payment made mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Payment Made

  • INVENTORY

12.Delivery challan:
  • Subject: user can edit the subject of Delivery challan and by clicking update it will be set as a default subject line for every Delivery challan mails.
  • Font options: there are different font options available to edit the content in the mail

Options like bold, italic, underline, center etc. Will help the user to make the mail more attractive and informative.

  • Content :

User can edit the content of the mail by right clicking the content area.

After making any changes to the e mail template use the update button to save the changes made

And click exit to close the window without saving the changes made

Delivery Challan

Frequently Asked Questions?

01How do I create default content for the sales invoice Email?

  • Click on Settings =>Preferences=> Email Template
  • Select Sales
  • Right click on the content area.Select required place holders
  • Click on save

02How do I create default subject line for the credit note Email?

  • Click on Settings =>Preferences=> Email Template
  • Select credit note
  • Right click on the subject line area and enter data
  • Click on save