> 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.
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.
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.
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.
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.
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 .
***
### **Reminder Templates**
Reminder templates you create here are also available when you send a manual reminder from the Invoices view — so you can choose the right message for each situation without leaving your workflow.
#### Using Reminder templates in the Send reminder dialog
When you click **Send reminder** on a single invoice, or select multiple invoices and click **Send reminder** in the bulk action bar, a dialog opens with a **Templates** carousel and a live **Preview** pane.
**How the carousel works:**
* The **Default** card is always present and pre-selected. If you confirm without changing the selection, the reminder is sent using the system default template — exactly the same behaviour as before this feature was introduced.
* Your saved Reminder-type templates appear alongside the Default card, with favourited templates listed first, followed by the rest in alphabetical order.
* Use the **‹** and **›** arrows to scroll through the carousel if you have more templates than fit on screen.
* Only templates you own that are classified as the **Reminder** type are shown. Templates of other types (for example, Invoice Summary templates) do not appear in this picker.
**Live preview:**
Selecting any card immediately updates the **Preview** pane below the carousel, showing a mock email client with the **From**, **To**, **Subject**, and body of the chosen template. This lets you confirm the content before sending. Scrolling down inside the preview collapses the header to give you more room to read the email body; scrolling back up restores it.
**Sending:**
Once you have chosen a template, click **Confirm** (single invoice) or **Send to *****N***** invoices** (bulk) in the dialog footer. The reminder is sent immediately after you confirm.
#### Jumping to this page from the dialog
Inside the Send reminder dialog, a **Manage** link appears next to the **Templates** section label. Clicking it opens the [Email notifications → Invoice reminders](https://app.alternativepayments.io/dashboard/email-notifications?pageTab=reminders) page in a new tab so you can create or edit templates without losing your place in the send flow.
***
### **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 .
{% endhint %}
***
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