Applied Pay Email

In this area, you can edit the template used to email payment links to clients during the Payment from Client workflow to allow them to make a payment with Applied Pay. To use this feature, you must have an Applied Pay subscription.

You can edit the subject or body of the email template. When you save your changes, they will take effect the next time a user selects the Email Payment Link button when taking payment with Applied Pay. You cannot add or delete templates from this area.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Email on the navigation panel or Areas > Email on the menubar.
3. Click Applied Pay Email on the navigation panel.
4. Select the Email Template from the list and click the Edit button .
5. Update the fields as necessary. You can move the Applied Pay Payment Link merge variable or add additional links to the template. Removing the payment link merge variable from the template is not recommended, as clients need this link to access the payment page.
6. Click Finish to apply your changes to the template.