Overview
Ignition lets you edit the templates for payment-related client communications, so you can control how your firm sounds during sensitive payment interactions.
You can customise the subject line and message body of these emails, including payment requests, invoice reminders, receipts, and (in the US) ACH bank verification emails.
This builds on the existing proposal and engagement email template editing, giving you a consistent, professional, and customisable communication experience across every touch-point.
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 you send a payment request or notification, you can edit the subject and message for that email, and choose whether to save those edits back to the template.
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 you want to change, for example Payment method request.
3. Edit the Subject and Message. Use Placeholders to insert dynamic fields like client name or invoice amount.
4. Save to keep your changes.
Optional: You can also click Reset to default to revert to Ignition’s original version.
Edit inline while sending
From an invoice or payment flow, choose the payment email you’re sending.
Update the Subject and Message as needed.
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
Placeholders insert dynamic fields into your subject line and message, so each client receives the correct details automatically. Common examples include practice name, client name, invoice number, due date, and amount due.
Note that the placeholder picker shows only the fields available for the template you are editing.
FAQs
Q: Which payment templates can I edit?
A: In the first release, you can edit system-generated templates, including:
Payment method request
Payment failure notice
Payment receipt
Request payment, due soon
Request payment, overdue
Invoice reminder, due soon
Invoice reminder, overdue
ACH bank account verification and failure (US only)
In the coming months, we would like to bring more templates online:
Automatic payment reminder
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 to yourself 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. Learn more here.