Customize Email Templates

How It Works

A template holds a name, a subject, an optional reply-to address and a message body. Subjects and bodies can include variables such as the PO number and your organization name, which are filled in when the email is sent. The purchase order PDF is attached automatically.

Deliverability lists addresses Finofo stopped sending to after bounces or spam complaints, with their Status, Reason, Last event and Date.

Create a Template

1. Open Settings > Emails and select Templates.

2. Click + New template. The New email template page opens.

3. Enter a Template name, for example a standard PO or a reminder.

4. Write the Subject and Body. Type / in the body to insert a variable, and use Cc/Bcc to add copies.

5. Check Reply to and the Preview panel, then click Create template.

Use a Template When Sending a PO

1. Open the purchase order and click Send under Issue PO.

2. In the Send purchase order dialog, choose a Template. Manage opens your templates in a new browser tab.

3. Enter or select the vendor address in To, then check Subject and the message.

4. Select Preview to check the email, then click Send.

Emails can take a few minutes to send. After sending, the vendor, PO date and customer details can no longer be edited.

Tips

• If a vendor says they never received a purchase order, check Deliverability first.
• Keep one template per purpose, for example standard orders and urgent orders, with clear names.

Frequently Asked Questions

Is the PO attached automatically?

Yes. The purchase order PDF is attached when the email is sent.

Can I send without a template?

Yes. Leave Template on No template (blank) and write the message.

Why did a vendor stop receiving our emails?

Their address may be on the Deliverability list after a bounce or spam complaint. Confirm the address with the vendor.