--- title: Automated Email Triggered By Recording An Off System Payment description: Directly from Recording An Off System Payment Create an Email Popup to Immediately Send To Clients or Admins. --- [Skip to content](https://learn.enginehire.io/en/knowledge/automated-email-triggered-from-off-system-payments#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) # Automated Email Triggered By Recording An Off System Payment ## Directly from Recording An Off System Payment Create an Email Popup to Immediately Send To Clients or Admins. ### STEP 1. Create the Email 1\. Select the **Template Tab**.  2\. Select **Email Template**. 3\. Select **Add Template**. ![Screen Shot 2023-10-26 at 4.48.21 PM](https://learn.enginehire.io/hs-fs/hubfs/Screen%20Shot%202023-10-26%20at%204.48.21%20PM.png?width=688&height=188&name=Screen%20Shot%202023-10-26%20at%204.48.21%20PM.png) 4\. Add an internal title for admins to easier find it.  5\. Select the Audience. SELECT CLIENT or ADMIN. Selecting Client will send the email to a Client and selecting Admin will send the email to an Admin.  6\. Choose the Trigger as **Recorded Payment.** ![Screen Shot 2023-10-26 at 4.53.40 PM](https://learn.enginehire.io/hs-fs/hubfs/Screen%20Shot%202023-10-26%20at%204.53.40%20PM.png?width=688&height=372&name=Screen%20Shot%202023-10-26%20at%204.53.40%20PM.png) 7\. Add an email subject. Example: *Hi \[\[fname\]\], Your Payment Has Been Recorded.* 8\. Fill in the body of the email.  Example: *Hi \[\[fname\]\],* *You're payment for \[\[description\]\] in the amount of \[\[amount\]\] has been recorded by our agency. * *Thank you. * *Best,* *Agency* 10\. Use the following at tags. These will auto populate the information they represent. - *Use \[\[lname\]\] for last name* - *Use \[\[description\]\] for the payment description* - *Use \[\[amount\]\] for the payment amount* - *Use \[\[category\]\] for the type of payment (Cash, ACH, etc.)* - *Use \[\[fname\]\] for user's first name.* - *Use \[\[lname\]\] for user's last name.* - *Use \[\[email\]\] for user's email.* - *Use \[\[id\]\] for user's id.* 11\. Select **Create**.  ### Step 2. Understanding How To Send To Clients. 1\. Select **Client** from the main dashboard table.  ![Screen Shot 2023-10-26 at 4.41.32 PM](https://learn.enginehire.io/hs-fs/hubfs/Screen%20Shot%202023-10-26%20at%204.41.32%20PM.png?width=688&height=28&name=Screen%20Shot%202023-10-26%20at%204.41.32%20PM.png) 2\. Select a **Client.** 3\. Select the **Admin** tab. 4\. In the secondary table select **Payments/Credits.** 5\. Create an Off System Payment ![Screen Shot 2023-10-26 at 5.13.36 PM](https://learn.enginehire.io/hs-fs/hubfs/Screen%20Shot%202023-10-26%20at%205.13.36%20PM.png?width=375&height=116&name=Screen%20Shot%202023-10-26%20at%205.13.36%20PM.png) 6\. Select Record Payment and the Email will popup. Select **Send** to share it with the client or admin. 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