Navigating to the Template Editor
- Log in to the admin panel.
- Go to Admin → Settings → Email Templates.
- The list shows all templates grouped by event. Each row shows the event name, locale, and last edited timestamp.
- Click the template name or the edit icon to open the editor.
The Editor
The template editor has two fields:
Subject
The subject line of the email. Keep it short and clear. Supports variables — for example:
Invoice #{invoice_number} from {company_name}
Body
The full email body. Two tabs are available:
| Tab | Description |
|---|---|
| HTML | Rich email with formatting, links, and layout. This is what most email clients display. |
| Plain Text | Fallback for email clients that do not render HTML. Keep this in sync with the HTML version. |
Variables work in both tabs. Use the same {variable_name} syntax.
[!TIP] If you only edit the HTML tab, clients using plain-text email clients will still receive the old plain text version. Update both tabs when making content changes.
Available Variables
Variables are placeholders replaced with real data when the email is sent. The available variables depend on the event. For example, the invoice_paid template can use {invoice_number} but the welcome template cannot.
See Template Variables for the complete reference table.
Saving a Template
After editing the subject and/or body:
- Click Save Template.
- A confirmation message confirms the save was successful.
- The template is used immediately for all subsequent emails triggered by that event.
There is no draft mode. Saved changes are live instantly.
[!IMPORTANT] Test your edited template by triggering the relevant event in a test environment or by sending a test email before applying changes to production.
Resetting to Default
If you have edited a template and want to restore the original wording:
- Open the template editor.
- Click Reset to Default (shown below the Save button).
- Confirm the action in the modal that appears.
- The subject and body are replaced with the bundled default content.
Resetting cannot be undone. If you want to keep a copy of your custom version, paste the content somewhere before resetting.
Live Preview
A Preview button in the editor renders the template with sample data substituted for variables. Use this to check layout and formatting before saving.
The preview opens in a modal and shows the HTML version. It uses placeholder values (e.g., John Smith for {client_name}, INV-0042 for {invoice_number}) — not real client data.
[!TIP] The preview does not send an email. It is a visual render only. To test actual delivery, trigger the event from the relevant area of the admin panel (e.g., record a payment to trigger
invoice_paid).
Editing Templates for Other Languages
Each template is locale-specific. When editing, the locale is shown in the template header. To add or edit a template for a different language, select the locale from the Language dropdown at the top of the template editor.
If no template exists for a locale, you can create one from scratch — the default English content is pre-filled as a starting point.
See Multilingual Email Templates for full instructions.