Edit Payment Reminder Letter Templates

When reaching out to customers with payment reminders, you can use one of our already available 'default' payment reminder templates. Either at the individual customer level:

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or when you want to send reminders in batch/bulk to all the customers within a segment you created in the customer filtering page:

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To create your own payment reminders, simply click to go to the Settings page:

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And then go to 'Logo' to upload your logo:

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The logo will then show up in all the payment reminder templates you send out. 

Next, go to 'Templates':

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Before you click to create a new template, click on one of our default templates and copy the html code:

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Then click on 'Create new template' and past the html code in there. 

Note, do not change what's in the { } brackets as these are dynamic fields. Just change what is in between the <p> and </p>:

And click 'Create template':

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The new template will then show up at the individual customer level and the customer filtering page where you can send payment reminders in batch/bulk. 

At the individual customer level, before sending out a reminder, you can click to edit it and change the html however you like. Note, do not change what's in the { } brackets as these are dynamic fields. Just change what is in between the <p> and </p>:

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Then, click 'Preview' and you can send it out. 

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