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Email Template List

This area in Saasu allows you to define the email templates you would like to use for sending various documents to your customers.

Template types -

  • Sale
  • Purchase
  • Payslip
  • Statement

The default template for each of these types is displayed in bold.

FAQ’s

What else can I do with templates?

  • Use the Add link at the top of the list to create new templates
  • You can attach a template to Pay Runs, Automated Billings and the like

How do I apply different templates for different groupings of customers?

  1. Create a Contact Group for each cluster of customers
  2. Create an automatic Sale for this customer group but don’t schedule it, just set the contact group for the Sale and apply the email template to it that you want.
  3. Use create now button when ready to send out the invoices to that Contact Group