Edit the welcome email

IRIS KashFlow Connect will use a standard email template to send to new clients when you create them.

You can instead choose to compose your own template email for new clients:

1. Go to Settings and select Welcome Email.

2. From Email Type select Custom.

3. Type the email subject in Email Heading.

4. Type the email contents in Email Body. Typical text formatting options are available here.

5. There are a couple of text replacement fields you can use:

   • #companyname# - any instance of this text in the email body will be replaced with the actual company name entered in IRIS KashFlow Connect.

   • #HERE|activationlink# - enter this as the URL for a link in the email body. This link will then direct the clients to your IRIS KashFlow registration page.

You can customise your client registration page to reflect your own branding.