# Email templates for Customer Portals

**URL:** <https://forum.manager.io/t/email-templates-for-customer-portals/63126>\
**Category:** ideas\
**Created:** [June 12, 2025, 1:12pm UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126 "2025-06-12T13:12:13Z")\
**Posts on this page:** 5\
**Page:** 1

<div class="post-metadata">

**Author:** ![canefield](https://avatars.discourse-cdn.com/v4/letter/c/ee59a6/32.png) [@canefield](https://forum.manager.io/u/canefield)\
**Post date:** [June 12, 2025, 1:12pm UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126/1 "2025-06-12T13:12:13Z")

</div>

Gents,

I’ve seen and I’m using the possibility to sent email directly through [Manager.io](http://Manager.io).  
However what is missing is the template for ‘Customer Portal’.

Template: \> Settings \> Email Templates:

- Using : Sales Invoices
- Available : Credit Note, Customer Statement, Payment, Payslip, Purchase Invoice, Receipt
- Missing : Customer Portal, and probably others 😉

Do I overlook or is it really missing?

Cheers,  
Canefield

---

<div class="post-metadata">

**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [June 12, 2025, 2:52pm UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126/2 "2025-06-12T14:52:52Z")

</div>

I don’t know about this part since I don’t have a complete list of everything that could be emailed:

> [@canefield](#):
>
> and probably others

However, we do have an Email button for **Customer Portal** and it only makes sense to have an email template for that as well.

I will place this in #ideas and change the subject accordingly

---

<div class="post-metadata">

**Author:** ![Naumi\_Rich](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/naumi_rich/32/58121_2.png) [@Naumi\_Rich](https://forum.manager.io/u/Naumi_Rich)\
**Post date:** [September 11, 2025, 7:59am UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126/3 "2025-09-11T07:59:02Z")

</div>

Interesting question! Switching account types like customer → student could really help with organizing data. Did you already check the official documentation

? Sometimes the answer is hidden there.

---

<div class="post-metadata">

**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [September 11, 2025, 8:01am UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126/4 "2025-09-11T08:01:18Z")

</div>

Welcome to the forum @Naumi_Rich,

Changing tab names is not a feature of Manager.

I have to point this out to save you and other users the trounle of having to search the guides for something that doesn’t exist.

---

<div class="post-metadata">

**Author:** ![Mahfuzur\_Rahman](https://avatars.discourse-cdn.com/v4/letter/m/779978/32.png) [@Mahfuzur\_Rahman](https://forum.manager.io/u/Mahfuzur_Rahman)\
**Post date:** [September 12, 2025, 2:00pm UTC](https://forum.manager.io/t/email-templates-for-customer-portals/63126/5 "2025-09-12T14:00:58Z")

</div>

You can use scriptExtension to rename tabs