Setting Up Email Alerts and Notifications
Your Helcim Account sends email notifications for transactions, invoices, customer actions, recurring billing plans, and inventory.
These emails help keep you and your customers informed and save you time. By default, automated emails are turned off. We recommend reviewing the available email options and making edits before you begin accepting payments.
If you want to change the settings for any of the automated emails, you can do so through the
Settings icon, in the top right-hand corner of your screen.
This will open the
Settings menu. When you click on
Email Settings, you will open up the Email Settings landing page that includes a master list of all the available email templates you can edit.
The emails are categorized based on the section of your Helcim account that they pertain to whether it is Transactions, Invoices, Customers, Recurring, or Inventory. The email description includes the email title and a brief overview of when the email will be sent.
To activate an email, check the empty circle next to the description so it turns blue with a checkmark.
Once you have selected the email you want to activate, click on
Save to apply the changes and make changes to the email.
After you have clicked
Save you are able to use the
Edit Template button to make changes to the email.
You can now edit either the
Template Settings or the
Template Content by toggling between the two options at the top of the screen.
If you are on
Template Settings, you can manage the status of the email by toggling the radio button from
Off if you wish to deactivate the email.
Below that you will see the Email General Settings that allow you to edit:
- Which email address is displayed to customers
- Which email address you’re receiving emails at
- If you want to attach a PDF file to the email for reference
If you would like to review the
Template Contentfor a specific email, scroll to the top of the page and click on
Template Content. Here you can see what content will be included in the email, including the subject line and body. If you make any changes to the
Template Content, be sure to click
Saveto apply your changes. If you want to undo your changes and reset the email to the default settings, you can click