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Setup > Messaging > Templates
Welcome Messages
Function | Sub-Functions | Description |
Template: Client Added (New Clients) | Email/SMS | Email sent to new clients |
Template: User Welcome Email (User added to an account) | Email | Email sent when a user is given for the client area |
Past Due Warnings
Function | Sub-Functions | Description |
Template: Initial warning | Email/SMS | Sent after account is unpaid for a while |
Template: Final warning | Email/SMS | Usually 24 hours before suspend |
Template: Account suspended | Email/SMS | Notification that account is suspended |
Debit Batch
Function | Sub-Functions | Description |
Template: Client added to batch | Email/SMS | Sent as the client is added to a batch - before it is submitted |
Template: Bounced payments | Email/SMS | Sent when a payment is marked as bounced |