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System Requirements General

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Dashboard Sales

Purchase

Accounts

Inventory

Customer Supplier Organization Unit

Loyalty

Reports

Email templates

In ACCOXI, details of the transactions made with customers and suppliers can be mailed to the interested parties. Users can edit the subject, content, etc. of these email templates in these settings. In Accoxi settings, Email templates are included in the General head. Settings>General>Email Template

SALES

1. Sales invoice:

The 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.

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

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

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 :

Users 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

5. Payment received:

The 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 :

Users can edit the content of the mail by right-clicking the content area. After making any changes to the email template use the update button to save the changes made and click exit to close the window without saving the changes made

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

7. Sales order :

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

Subject: user can edit the subject of the 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 :

Users can edit the content of the mail by right-clicking the content area after making any changes to the email template use the update button to save the changes made and click exit to close the window without saving the changes made

PURCHASE

8. Purchase :

The 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 :

9. Purchase order :

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

Subject: user can edit the subject of the 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 :

Users can edit the content of the mail by right-clicking the content area. After making any changes to the email template use the update button to save the changes made And click exit to close the window without saving the changes made

10. Debit note :

The 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 :

11. Payment made:

The 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 :

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 :

Email Templates in Accoxi