Message templates
Every e-mail and SMS the system sends — order confirmations, invoices, reminders, stock alerts — is built from a message template. Manage them under Setup › Message templates.
Template categories
| Category | Templates |
|---|---|
| Invoices | Invoice, invoice reminder, payment demand, payment received. |
| Orders | Order confirmation, status update, delivery completed, order cancelled. |
| Purchases | Purchase order request, updated, cancelled. |
| Stock transfers | Transfer confirmation, updated, received, cancelled. |
| Products & services | Stock alert digest. |
Variants and languages
Each template exists in up to three variants — HTML e-mail, plain text e-mail and SMS body — and per language. Templates are filled with placeholders (customer name, document number, amounts, links) that the system substitutes when sending.
Editing a template
- Open the category and the template you want.
- Edit it in the template composer — edit subject/body per language, duplicate a template as a starting point, or mark variants as drafts.
- Save. The next send uses the new text immediately — there is no separate publish step.
Categories are looked up by name, so don't rename or delete the built-in categories. If you need a custom message, duplicate an existing template and edit the copy.
Where templates are used
- Sending invoices & reminders — invoice, reminder and payment-received sends
- Orders — confirmations and delivery notifications
- Purchase orders and stock transfers sent to suppliers/staff
- Automatic stock alert e-mails when products run low
- Recurring invoices set to auto-send pick their template in the profile