Payments App Preferences

Preferences for the Payments App

Updated over a week ago

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.

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