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Editing Your Payment Email Templates in Ignition

Ignition now allows you to edit the templates for payment-related client communications.

Lloyd Carroll avatar
Written by Lloyd Carroll
Updated over 2 weeks ago

Overview

Ignition now allows you to edit the templates for payment-related client communications.

This includes payment requests and ACH verification emails (if in the US). You can now customise the subject line and message body of these emails, giving you more control over how your firm communicates with clients during sensitive payment interactions.

This update builds on the existing proposal and engagement email template editing capabilities, ensuring you have a consistent, professional, and customisable communication experience across all touch-points.

Editing your payment email templates

Where to edit

  • Templates area: Go to Templates → Emails → Payments to update the saved template for future sends.

  • Inline during send: When sending a payment request or notification, you can edit the subject and message body directly. Tick Update email template to save those edits back to the template, or leave it unticked for a one-off change.

Edit a template in the Templates area

  1. Navigate to Templates → Emails → Payments.

  2. Select a template, for example Request payment - overdue.

  3. Edit the Subject and Message. Use Placeholders to insert dynamic fields like client name or invoice amount.

  4. Save to keep your changes.

  5. Optional: Reset to default to revert to Ignition’s original version.

Edit inline during send

  1. From an invoice or payment flow, choose the payment email you’re sending.

  2. Update the Subject and Message as needed.

  3. Choose whether to:

    • Update email template (checked): save these edits to the template for future sends, or

    • Send one-off (unchecked): apply the edits to this email only.

Using placeholders

  • Click Placeholders to insert dynamic fields.

  • Common examples include practice name, client name, invoice number, due date, and amount due.

  • The picker shows only fields available for the selected template.

FAQs

Q: Which payment templates can I edit?
A: In the first release, you can edit system-generated templates, including:

  • Request payment, due soon

  • Request payment, overdue

  • ACH verification request and failure

In the coming months, we would like to bring more templates online:

  • Payment receipts

  • Automatic payment reminder

  • Payment failure notice

  • Credit card expiry reminder

Q: Can I create brand-new templates from scratch?
A: Not yet. This first release only supports editing the existing system-generated templates.

Q: Can I duplicate a template to create multiple versions?
A: No, duplicating templates isn’t supported right now.

Q: Can I save edits I make while I’m sending a payment request?
A: Yes. Inline edits are always applied to the email you’re sending. Tick Update email template to save those edits to the underlying template for future use. Leave it unticked for a one-off change.

Q: Can I preview a payment template before it’s sent?
A: You’ll be able to view the template within the editor, but sending a test preview email is not yet supported.

Q: Will my changes impact previously sent emails?
A: No. Updates apply only to emails sent after you save your changes.

Q: Who can edit payment templates in my account?
A: Editing permissions follow the same rules as proposal email templates – typically account admins and team members with template management access.

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