1. Navigate to Settings - Email - Templates 

Click "Add" to make a new template.

2. Templates have a type:

• Customer - relating to their customer details
• Order - relating to order details, such as order ref, delivery date, etc.
• Invoice - relating to their invoice, such as invoice ref, amount, invoice pdf, etc.
• Shopping Cart - relating to their cart, such as cart contents, cart amount, a button to buy, etc.

3. Fill out the subject, From name, From Email and any BCC. 

4. You can use the body to write the email, and pre-fill with a variety of fields from the area below. The fields vary depending on the type you choose. 

5. You can use these emails depending on their type.

• Customer email templates -> From the Sales-> Customer-> Email Action 
• Order email templates -> From Sales -> Orders -> Email Action
• Invoice -> From Sales-> Invoices -> Email Action
• Shopping Cart -> From Reports - Sales Activity - Sales Reports - Live shopping carts -> Email Action