Customizing Templates
The platform allows you to tailor both email notifications and check layouts to match your organization’s branding and communication needs.
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Last Update a year ago
Email Designer (in Settings):
- Customize email templates for payment notifications, invitations, and other automated messages.
- Adjust subject lines, content, and branding elements to ensure clear and professional communication with payees.
Check Designer (in Banks):
- Customize e-check layouts for each bank account.
- Add your organization’s logo, authorized signatures, QR codes, and other branding elements.
- Adjust formatting, spacing, and style to create professional and compliant check documents.
This flexibility ensures your communications and printed checks reflect your organization’s standards and branding.