How Do I Edit the Email that is Sent with the Payment Request?

Navigation: Payment Options > Membership Categories

In some circumstances, you may wish to change the email which is sent alongside your payment requests - to find out how to do this, follow the steps below:

 Please note - you can change the template for the subscription group you are requesting payment for and per individual contact. This article will cover both scenarios.

 Changing the Payment Request Email for a Subscription Group

 Step 1: To edit the payment request email, you first need to go to the subscription group the payment is related to. To do this go to ‘Payment options’ and select the type of subscription group the request is for e.g. ‘Membership categories’ or ‘Classes’.

Step 2: Alongside the subscription group you are requesting payment for, click ‘Edit’.

Step 3: Scroll down to the bottom of the settings to locate ‘Email Templates’. Click ‘Edit’ alongside ‘Payment Request Email Template’.

Step 4: Edit your template to your preference, when complete click ‘Save Template’ then ‘Save and Finish’.

Changing the Payment Request Email for an Individual Contact

Step 1: To edit the payment request email for an individual contact you need to go to ‘Financials’ > ‘Payment requests to be scheduled’ > Select the group the contact is in and click ‘Next’.

Step 2: Alongside the contact you are requesting payment for click ‘Edit’ underneath the ‘Email’ column.

Step 3: Edit your template to your preference, when complete click ‘Save Template’ then ‘Save’. This will only change the email for that specific contact.

Please note - if you only wish to send the request out for the contact you have edited the email for, you must ensure the date field for all other contacts is blank before clicking ‘Save and finish’ in ‘Payment requests to be scheduled’.

Once you follow these instructions you will have successfully changed the payment request email.