Email templating and customization

Monite allows its partners to manage and customize outgoing emails to enhance branding and, thus, deliver a unique experience for all entities. Monite uses templates to standardize email creation, providing partners with a solid foundation for customizations.

Email templates contain a set of variables and expressions that get replaced when the actual email is rendered. Monite provides a set of predefined email templates for each action. These template types are called System templates.

Monite's system template sample — Monite's System template sample

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Entity logo
If the entity has a logo, outgoing emails from that entity will display the entity logo uploaded. Emails from entities without a logo will bear the Monite logo. For more information, see Update entity logo.

When using system templates, Monite automatically populates the template variables based on the available data. Partners can also create custom templates to tailor email content and design according to their preferences.

Custom templates

Custom templates allow Monite partners to personalize and customize their email content. Monite provides the /mail_templates endpoint to create and manage email templates. You can customize email subjects and bodies using the subject_template and body_template fields on the request body.

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Email template syntax
Monite uses the Jinja templating engine for email customizations. Therefore, all email body and subject templates must comply with the Jinja2 template syntax.

Custom templates allow you to incorporate variables as placeholders for various customer-specific and document-specific values. Partners must ensure that all variables comply with Monite's predefined variables. For a complete list of Monite template variables, see Variable list.

Template types

The following table contains the names of customizable Monite templates and their corresponding email action:

Template name	Email action
`credit_note_template`	Sent when a credit note is issued to a counterpart.
`discount_reminder`	Sent to a counterpart on early discount dates as defined by the invoice's payment terms.
`final_reminder`	This is the final reminder sent to a counterpart before the invoice's due date as defined by the payment terms.
`invoice_template`	Sent when an invoice is issued to a counterpart.
`notify_approver`	Sent to a payable's list of approvers as defined by the approval policy.
`notify_payer`	Sent to a payable's payer when submitted invoices are ready for payment.
`payables_purchase_order_template`	Sends a purchase order to a counterpart.
`processed_emails_template`	Updates the entity user that uploads an entity's payables on the number of processed payables.
`quote_template`	Sent when a quote is issued to a counterpart.