View and edit templates for messages.
Open Your Templates
Click on your email address at the top on the right-hand side of the top menu bar to access the drop-down menu.
Click on Templates.
Choose the Reminder Notice You Would Like to Edit.
On the left-hand side of the Template window you will see a list of the reminders to be sent out to Debtors.
- To edit a template, click on the Edit this template link
Edit Your Template
When you click on the Edit this template link a new window will pop up.
You can choose how many days after the due date the reminder should be sent.
You can alter the dummy text for:
- The Subject
- Body
Click on the Save Template button to save the reminder.
See How Your Reminder Template Might Look
On the right-hand side of the Templates window you will see a small image of a sample reminder template.
Click on View Larger Version.
Please note the View more information link on the sample invoice.
This link will also appear in your invoices, and your clients can click on the link to view a web version of the original invoice.
