Understanding Payment-Related Email Templates

circuly automates the transactional email communication flow for various subscription operations. In order to do that circuly uses preset Email Templates that are triggered when a certain action takes place. 

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The Email Templates tab contains all the emails that circuly uses to communicate with your customer on your behalf. 

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There email templates belong to different categories such as payments, orders, returns and subscriptions. 

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You can learn more about the email templates and how they are triggered in this article. 

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In this article we’ll explain more about payment-related emails such as “Invoice”, “Your Invoice”, “One-time transaction” etc. 

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Emails that have anything to do with payments (such as charging a payment, making a refund etc) require an invoice. 

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For example in the image below you can see that the email template “Your invoice” is sent together with an invoice, for which the “Invoice” email template is used. 
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Therefore the Email Templates Tab in the circuly Operations Backend consists of both Invoice templates and email templates that are needed to send these invoices. 

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Since there are different reasons why an invoice needs to be sent to your customer, there are different invoice templates and different email templates that are triggered based on the various subscription operations. 

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Here’s an overview

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Invoice pdfs: Invoice, One-time transaction, Order offer PDF, Refund Invoice

Emails that use these invoices: Your Invoice, Transaction refund, Order Offer, Payment was successful. 

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Here’s an overview of the actions that trigger the email and the invoice:

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• “Your Invoice” + “Invoice” - When a recurring payment is to be charged in the future, the “Your invoice” email template is triggered. Since the email template requires an invoice, the “Invoice” email template is used to send the invoice as a PDF attachment.
  
  
• “Your invoice” + “One-time transaction” - When a one-time payment is to be charged in the future, the “Your invoice” email template is triggered. Since the email template requires an invoice the “One-time transaction” email template is used to send the invoice as a PDF attachment.
  
  
• “Transaction refund” + “Refund invoice” - When a partial or full refund is done, the “Transaction refund” email template is triggered. Since the email template requires an invoice the “Refund invoice” email template is used to send the invoice as a PDF attachment.
  
  
• “Order offer” + “Order offer pdf” - when an order is manually created in the circuly operations backend, the “Order offer” email template is triggered. Since the email template requires an attachment, the “Order offer pdf” email template is used to send the offer as a PDF attachment.
  
  
• “Payment was successful” + “ “Invoice” - When the initial payment is successfully charged, the “Payment was successful” email is triggered. Since the email template requires an invoice, the “Invoice” email template is used to send the invoice as a PDF attachment. 

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