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Thalermark Docs

The emails customers get

Thalermark sends email on your behalf at four moments: an invoice, an estimate, a customer statement, and a payment reminder. In Settings → Email templates you can reword each one so it sounds like you, not like software.

What you edit, and what stays

Section titled “What you edit, and what stays”

You edit the subject and the message. The Thalermark layout, the buttons (View invoice, Pay), and the footer stay as they are, so the emails keep working on every device and the pay link never goes missing because of a typo.

Each template shows a Default or Customized badge, a View preview so you can read exactly what a customer would get, and a reset back to the default wording if an experiment goes wrong.

Placeholders

Section titled “Placeholders”

Templates use placeholders that fill in per email, written like {{customer_name}}. The editor lists every placeholder available for that template with what it means, so “Hi {{customer_name}}, here’s the invoice for {{invoice_number}}” comes out as “Hi Maria, here’s the invoice for INV-0042.”

Section titled “Two related knobs elsewhere”
  • Reply-to lives in Settings → Business: when a customer hits reply on an invoice email, this is where it goes.
  • Reminder timing lives in Settings → Reminders; the reminder template here controls the wording, the schedule there controls the when. See Record getting paid.