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Updating Your Organization's Communication Settings
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SynchPay Communication Settings
Charles Lehman
Updated: Apr 18, 2025
Description
Steps
1
Updating Your Organization's Communication Settings
2
Go to your web portal and then click on 'settings'. This one location includes both the email settings and your accounting settings.
3
Afterwards, click on "You can customize this language below the invoice to provide...".
Write in whatever you want here. We suggest using this space to leave your front desk's number or other contact details.
4
Click on "Save".
5
Click on "New payment email template" if you would like to change the name shown in the subject line of the payment request notification email.
For instance, your legal entity name might be "Downtown Office LLC", but your patients know you by "Friendly Smiles Dental".
6
Delete the entirety of \[Customer Name\] and then write in your preferred identity. For instance:
MyPractice has sent...
Note: please don't delete the $\[Amount\]
7
Then, click on "Save".