How to modify the email contents?

← PDF and Email FAQ

In addition to the fields that are printed to the PDF, the invoice template also includes texts for the email that JustOn can send to distribute the rendered PDF documents. These fields include:

Template Section	Field	Description
Email Text	PDF Name	Specifies the name for the generated PDF file. It can contain placeholders, the default is [InvoiceDate]_[InvoiceNo]_[AccountName].pdf. The allowed characters include the alphanumeric characters a-z A-Z 0-9 as well as the underscore _ and hyphen - characters.
	Attach Files To Outgoing Email (checkbox)	Controls whether attached files are included in any outgoing email.
	Email File Types	Defines which file types will be attached to emails (comma separated list of file extensions). For example, pdf,csv sends all PDF and CSV files; if empty (default), all files files are attached except for transaction table HTMLs.
	Email Sender	Defines an email sender address, must be available as an organization-wide email address. Takes precedence over the email sender address set on the business entity.
	Email Subject	Defines the default email subject. Can include placeholders, like Invoice: [InvoiceNo] (default).
	Email Body	Defines the plain text (or HTML source code) body for the email. Can include placeholders, and line breaks are considered. Make sure that the email text includes the placeholder [PaymentPageURL|no-persist] for the recipients to be able to access the payment page of JustOn Cash Management.
	Email HTML Body	Defines a rich HTML body text for the email. The editing area of this field includes an inline HTML editor. Must not include HTML source code. If you want to use HTML source code for preparing the email body, you use the field Email Body. Make sure that the email text includes the placeholder [PaymentPageURL|no-persist] for the recipients to be able to access the payment page of JustOn Cash Management.

Note

Be aware of the following specifics:

• Email Body is ignored if there is content in Email HTML Body.
• You must use either Email Body or Email HTML Body in both the template and its associated template details.
• Email HTML Body must not include HTML source code. If you want to use HTML source code for preparing the email body, you use the field Email Body.

Info

If you send email with non-Latin data, like the Euro symbol, Hebrew, Chinese, Japanese, Russian, etc., set your email encoding to Unicode (UTF-8). For details, see Why do PDF files or emails contain garbage characters?

If you specify a company signature in the email body, consider disabling user signatures. For details, see Why do emails include two signatures?

To edit the email contents:

1. Open the template or template detail to be edited.
2. Click Edit.
3. In the Email Text section, modify the fields as required.
4. Click Save.

Info

Template text blocks can contain

• plain text
• placeholders
• HTML code for tables, lists and links

If you use HTML code in template text blocks, make sure to write all code in a single line to avoid line breaks being converted to <br/> tags.

Related information:

Template Structure and Building Blocks
Configuring PDF Creation