> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/automations/email-notifications-and-reminders/creating-custom-email-templates.md).

# Creating Custom Email Templates

**Add custom text to your invoice summaries and reminders to make your invoices an extension of your brand.**

***

Creating **custom email templates** for your **invoice summaries** and **reminders** allows you to enhance the white-labeling experience and ensures that every communication with your customers reflects your unique company identity.

Follow the steps below to provide your customers with a fully-branded payment experience:

***

### **Invoice Summaries**

1\. From your Alternative Payments Dashboard, navigate to the Automation section:

* Select the [**"Email notifications"**](https://app.alternativepayments.io/dashboard/email-notifications) option.
* You will see two tabs: "Invoice summaries" and "Invoice reminders." Click on the [**"Invoice summaries"**](https://app.alternativepayments.io/dashboard/email-notifications?pageTab=summaries) tab.

<figure><img src="/files/teKm0loIe5TqWj2MjoCt" alt=""><figcaption></figcaption></figure>

2\. In the "Invoice summaries" tab, click on [**"+ New summary"**](https://app.alternativepayments.io/dashboard/email-notifications/new-summary) to create a new email summary rule.

<figure><img src="/files/1qGfftyXPaws80wNREHn" alt=""><figcaption></figcaption></figure>

3\. In the **"New summary"** section, select the frequency for the email summaries. This can be daily, weekly, or monthly depending on your preference.

4\. Select the start date for when the email summaries should begin.

<figure><img src="/files/3AqQeQPTY1AdmMcMeb5N" alt=""><figcaption></figcaption></figure>

5\. Under the **"Email template**" section, you can either select the default template or create a new template.

* If you select to use the **"Create a new template"** option, you will have the option to customize the template name, subject, heading, main text and secondary text.

<figure><img src="/files/C0G1rtSkrgKR13mQbioo" alt=""><figcaption></figcaption></figure>

6\. After configuring the summary rule and selecting an email template, save your settings.

7\. You can manage any exceptions by clicking on the **"+ Exception list"** button.

***

### **Invoice Reminders**

Click on [**"Invoice reminders"**](https://app.alternativepayments.io/dashboard/email-notifications?pageTab=reminders) and follow the same instructions as above to customize your reminders.

<figure><img src="/files/WQRBXtuhsIUVxWaSTSZM" alt=""><figcaption></figcaption></figure>

You're all set to send out custom email summaries and reminders for your customer's invoices!\
If you need any additional information or further customization, feel free to reach out to <customersuccess@alternativepayments.io>.

***

### **Troubleshooting**

#### New custom invoice reminder template not appearing in the platform

After creating a new custom invoice reminder template, it may take up to **10–15 minutes** for the template to become visible in the platform. This is a known propagation delay that can affect newly saved templates.

{% hint style="warning" %}
**Hard refresh does not resolve this delay.** Pressing Ctrl+F5 (Windows) or Cmd+Shift+R (Mac) will not make the template appear sooner.
{% endhint %}

**Workaround:** If your newly created template is not visible after saving, follow these steps:

1. Log out of the Alternative Payments Dashboard.
2. Wait a few minutes.
3. Log back in — your new template should now appear.

{% hint style="info" %}
**Note:** This delay has been patched. However, if you encounter template visibility issues after creating a new custom reminder template, the log-out/log-in workaround above will resolve it. If the problem persists, contact <customersuccess@alternativepayments.io>.
{% endhint %}

***

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