Email Templates
There are a number of email templates available in your BillingOrchard system. These templates allow you to relay specific information to your clients in regard to new client setups, how invoices are sent, past due invoices and credit card statuses.
Additionally, each template offers a list of variables which allow you to further customize your emails, pulling in keywords/data as desired. For example, the variable "CONTACT_NAME" will pull in the full contact name attached to the client file being emailed. The variables offered for each email template are shown below.
The default email templates currently available are as follows:
Email Auto Recurring Invoices
You may customize a template to use each time you send a client an invite email to view their invoice online or in a PDF. There are several placeholders that can be used to automatically insert the PDF URL and HTML URL into the email, which are outlined below.
The following variables are available to edit this template:
CONTACT_NAME
PDF_URL
HTML_URL
INVOICE_ONLY_URL
Resend Past Due Invoices
You may customize a template to use when an invoice is a specified number of days past due as well as continue sending past due reminders at pre-specified intervals. There are several placeholders that can be used to automatically insert information about the invoice into the email.
The following variables are available to edit this template:
INVOICE_NUMBER
DUE_DATE
BALANCE_AMT
DAYS_OVERDUE
INVOICE_URL
PAYMENT_URL
Email Credit Card Expiration Notices
You may customize a template to use when a client's credit card on file is about to expire. There are several placeholders that can be used to automatically insert the credit card type and expiration date into the email.
The following variables are available to edit this template:
CARD_TYPE
EXP_DATE
Email Credit Card Declined Notices
You may customize a template to use when a scheduled credit card or ACH payment transaction is declined. There are several placeholders that can be used to automatically insert information about the invoice into the email.
The following variables are available to edit this template:
CLIENT_NAME
CLIENT_FIRST_NAME
CLIENT_LAST_NAME
CC_LAST_FOUR
BANK_ACCT_NUMBER
INVOICE_NUMBER
CHARGE_AMT
DECLINE_REASON
INVOICE_URL
PAYMENT_URL
Set Client invite Email Defaults
You may customize this template to use each time you send clients their login and password information. There are several placeholders that can be used to automatically insert the client login and password and your company name into the email.
The following variables are available to edit this template:
COMPANY_NAME
CLIENT_LOGIN
CLIENT_PASSWORD
