Skip to main content
The Money-In tab of Organization Settings customizes the email templates sent to customers for invoices, payment receipts, and account statements. Templates support dynamic variables that are automatically replaced with real values when the email is sent. These templates apply across the entire organization, and only users with the Administrator role can edit them. To reach this tab, navigate to Settings → Money-In, accessible from your organization’s name in the top left corner of the screen.

​
Variables

Variables available in every Money-In email template:

​
Invoicing

The email sent to a customer when an invoice is issued.
  • Email Subject: Default: New invoice from [[company_name]]
  • Email Message: Body of the invoice email. Supports bold, italic, underline, strikethrough, links, and headings.

​
Customer receipt

The email sent to a customer after a payment is successfully recorded.
  • Email Subject: Default: Payment receipt from [[company_name]]
  • Email Message: Confirms the payment and includes the receipt as an attachment.

​
Customer statement

The email sent when a customer account statement is distributed.
  • Email Subject: Default: Statement of account from [[company_name]]
  • Email Message: Notifies the customer that their statement is attached.
Last modified on September 9, 2026