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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
templates.1413554017.txt.gz · Last modified: 2014/10/17 13:53 by Lisa Adams