- Access Templates: Go to
Settings > SMS & Email Templates
. - Add New Template:
- Click on
Add New
. - Choose the type (Email or SMS).
- Enter a name for the template.
- Write the message body. Use placeholders like
{customer_name}
,{invoice_number}
, etc., for dynamic content.
- Click on
- Save Template: After composing the template, save it for later use.