To update the email templates available in the finance portal i.e. Payslips, Invoices please follow the below steps.


1. Select Invoice in the finance portal.

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2. Select Email Invoices from the drop down box

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3. Select Set Email Protocols

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4. Select Invoice, Payslip, Contact Members, Group Certificate or Contact client to load the email body.

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5. Update the;
  • Email body
  • Subject line
  • From email address
  • Signature
  • Upload any attachments (optional)
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6.Select Update to save changes

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Please note: any changes to the email protocols are ongoing until these are updated