Documentation

The Templates page can be reached by selecting Templates from the left hand main menu. The Templates page enables you to set messages to be sent to Customer on certain events and occurrences specified within your Billing Rules.

The following messages to be send to customers can be customised from this page:

• Welcome
• Initial Warning
• Final Warning
• Account Suspended
• Warning
• Friendly Warning
• Payment Unsuccessful
• Upcoming Renewal
• Card Expiring
• Trial Expriring
• Recurrence Expiring
• Payment Due
• Payment Receipt
• Invoice
• Statement

The change or add messages to any of these fields simply edit the text. Once you made the required changes, select the Save button at the bottom of the page. Once the Save button has been clicked the changed will be implemented across the different functions they apply to.

Please note that failing to click the Save button will result in any changes you made being lost and therefore not be applied to the functions they relate to. Conversely, selecting the Cancel button at the bottom of the page will discard all the changes you made and reload the messages’ original settings.