Personalize Your Templates
Want your invoices, packing slips, and emails to reflect your brand and speak to your customers in your voice? With Postsale’s template editor, you can add y...
Want your invoices, packing slips, and emails to reflect your brand and speak to your customers in your voice? With Postsale’s template editor, you can add your logos, customize colors, add personalized messages, and more to make each invoice, packing slip or email feel like your own.
Learn more about the default Postsale templates here.
In this guide, we’ll walk you through how to personalize your templates with some easy modifications that anyone can do.
Before We Begin
- Customizing your templates is a premium feature requiring the Expand, Thrive, or Soar billing plan. Learn more about managing your Postsale account in our Frequently Asked Questions.
- For more advanced users, or if you'd just like to learn more about how templates work, feel free to also check out our Advanced Editing Postsale Templates help article for information on using Liquid template language.
Personalize Your Templates
A Few Suggestions to Get You Started
There are times when you may want to make a few changes to your templates so that they better communicate your branding and messaging. The sections in this article show some simple-to-follow guides on how to modify each of the templates to make them your own.
Before you begin editing, here are a couple of helpful suggestions:
Step-By-Step Guides
Below, you’ll find sections for each template type, with step-by-step guides for some of the most common ways to customize and brand them.
Want to update the logo(s) that appear on your templates? Check out this help article.
These aren’t the only changes you can make, just a starting point. Our goal is to give you the tools and confidence to make your templates work for your business, however you need them to.
Let's get started:
Personalize Your Invoice and Packing Slip Templates
Here are some edits that you can make to brand and customize the Packing Slip or Invoice templates:
Personalize Your Shipment Notification Email Template
Did you know that you can send an email to your customer letting them know that their order has shipped? You sure can! Postsale has a default email template for that.
The default template is ready to go just the way it is, but let's look at a couple of ways to edit the default template so that it better matches your brand.
Learn more about setting up Postsale automations to email your customers.
Template customization is part of the Postsale platform. See the branding features for an overview, or visit pricing to compare plans.
On this page
Related