The Payments Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [ ⋮
] on your Payments App and selecting Preferences.
The preferences menu allows you to choose the email templates sent out from the Payments App.
Email Notification Template: the template for the email sent out to contacts when a payment is entered (unless the contact is flagged to opt out of billing emails).
Internal Email Notification Template: the template used for the notification email sent to the Method User assigned to the payment.
Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
Note: You can create custom email templates using Method's Email Templates App.