E-mail templates and the mail IDup sends

The mail your customers receive from IDup is your mail, not the software's. All of it is editable.

Step by step

1. Open Templates → Email templates and find the one you want to change.
2. Edit the subject and the body. Placeholders for the customer name, the invoice number and so on are listed with the template.
3. Placeholders for your company data, such as name, address, VAT number, IBAN and logo, fill in automatically.

The pages in this group

• Special Emails and Reminders cover the out-of-the-ordinary sends.
• Mail Timer and Triggers decide when a mail goes out rather than what it says.
• Smtp Setting and Mailbox point to the central page for your sender address. Email Log shows what was sent. See Send e-mail from your own address.

Language

A system e-mail is rendered in the language of the person receiving it, not the sender's. Keep every language version of a template you edit in step, or a customer will get an English reminder in a German workspace.

If an e-mail did not arrive

1. Check Email Log. It shows whether IDup sent it.
2. If it was sent, the problem is downstream: spam filtering or the recipient's mailbox.
3. If it was not sent, check your sender address and the template's trigger.

All templates in one place: Templates and ready-made documents.