- Click on the gear icon (
) in the upper right corner - Go to Settings
- Click on the relevant template group in the left menu. You can choose between General templates, Account statement templates, Payment plan Reminders or Reminder templates
- Select the template you want to edit from the list on the right screen
- Choose the language
- Click on Change text
- Edit the content of the template
- Click on Save
Tip: Use replaceable tags to automate the creation of documents
Note: When you change the Email template don’t forget to adjust the PDF template as well. They do not synchronize automatically.