How To: Setup Payment Refund Emails

Setting up Email Message Templates is an Advanced User feature.

Emails can be manually generated and sent for customers who have had a payment refunded as a result of a customer return since the last time that the routine was run, see How To: Send Payment Refund Emails. The email refund message template must be setup before it can be used.

  1. Open an Email Manager screen (show me how).
  2. Click on the Templates radio button.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button .
    1. Add a Template Code and Description.
    2. Change the Trigger Type to Refund.
    3. Set the other Template header options as appropriate, see How To: Setup Email Templates for more details.
  4. Use the displayed tags to populate the various parts of the email template as required. The Refund trigger type message template tags that are available are listed on the Email Manager Message Template Tags page.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save when you have finished your message template.

See Also

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