How to Add and Edit a Notification Template

Learn how to build custom notification templates within the RAAMP platform. This guide walks you through setting up subject lines, formatting message content, and inserting dynamic variables to automate your invoice communications.

7 steps

How to Navigate to Notification Template

From the navigation menu, select **Accounting** > **Settings** > **Notification Template**.

From the **Accounting Module**, select the **Settings** tab > **Notification Template.**

How to Add and Edit Notification Template

Select **New Notification Template**.

Complete the **notification template information** > Select **Save** > You'll receive a **Notification Template Added Successfully** message. Use the **formatting toolbar** to format the body text.\ \ You can insert **Smart Text** by selecting it from the dropdown menu to include it in the body text.

To edit, select the **Edit icon** for the preferred template.

Make the **edits** > Select **Save** > You'll receive a **Notification Template Updated Successfully** message.

Select **Delete** to delete the template.