This editor page allows you to setup communication templates for the CRM tools, such as: invoice, subscription confirmation, in-chat, SMS or website payments.

Several standard payment templates have been made available in the application to get you started and can be easily customized in the editor. Go to the Template Editor section, select a template and click Edit.

This editor allows you to customize colors of the text and button, change the font size, background color and the base image for every template. If something doesn't look right, you can undo your changes or try again.

After saving the changes, you must release the new template to be used within the appropriate section by clicking the Deploy template button. From that moment on, all your customers will see the updated template version.

Our visual in-app editor offers a variety of template customization options, however if your complex needs are not supported by our existing features, you have the option to create completely unique templates with your own design. Please contact our Sales team to obtain more information about this feature.

You can easily create your own template using popular libraries and frameworks, such as: Tailwind, Bootstrap, JQuery, AwesomeFont 5 and Animate.css.

You can expand your templates by showing any information cross-referenced from a payment request by leveraging custom template variables, such as: customer details, shipping address, cart contents, order details, comment and payment processing result.