What this does: Opens the default billing message templates that come with your database, so you can review them before you send or edit them.
Applies to: GrowthZone Finance. You need staff access to billing settings.
Before you start: Know which template you want to review, such as an invoice or receipt message.
Time needed: About 2 minutes.
View a default message template
- Go to Finance, Administrative section, click Billing Settings and select Message Templates.
- Click the name of the template you want to view.
Editing a default template:
You can edit a default template, but GrowthZone saves your changes as a duplicate. We recommend giving the edited template a new Name so you can tell them apart.
Common pitfalls
- Accidentally creating duplicates: Editing an existing default template creates a duplicate. Give any edited template a new Name so you can tell them apart.