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Write Emails with Alti

Set up invoice reminders and summaries by answering a few quick questions. With Emails by Alti, Alti drafts the email in the tone you pick and shows you everything before it is saved.

Emails by Alti replaces the long setup form with a short conversation. Alti asks one question at a time on a card. Click an answer, or type your own. Nothing is scheduled until you approve the final summary.

Before you start: Scheduling reminders and summaries is available to Administrators and Sub-Admins. See Access Levels and What Each Role Can Do.

Set up an invoice reminder

Invoice reminders email your customers automatically, based on each invoice's due date or creation date.

1

Open Email notifications

In the left sidebar, click Automations, then Email notifications. Open the Invoice reminders tab.

2

Start a new reminder

Click New reminder. Alti opens with your request already started.

New reminder button on the Invoice reminders tab
3

Choose a template

Alti shows your email templates as cards. Click Preview to check a template, or Use to pick it. To have Alti write one for you, click Create a new template.

Alti showing email templates as cards, each with Preview and Use buttons
4

Choose when it sends

In the When should it send? card, pick a timing, from When the invoice is created to 30 days after the due date. For a timing that isn't listed, type it, for example "10 days after the due date." Reminders go out hourly, between 8am and 6pm.

When should it send? card listing reminder timings
5

Choose who gets it

In the Who should get it? card, click All customers, Customers with a tag, or Specific customers.

Who should get it? card with audience options
6

Optional: Shape your new template

If you chose Create a new template, Alti asks How should it read? Pick Friendly nudge, Firm, or Formal. Alti writes a draft. Click Looks good!, Make it shorter, or Edit manually to change the wording yourself.

How should it read? card with Friendly nudge, Firm, and Formal options
7

Review and save

Alti shows a Save this reminder? card with who it reaches, when it sends, and the template it uses. Click Save to create it, or Deny to cancel.

Save this reminder? confirmation card with Save and Deny buttons

Tip: We recommend reminders on the due date, 3 days before the due date, and 7 days after it. Add 15, 30, and 45 days after for slower payers.

Set up an invoice summary

Invoice summaries send each customer one email listing all their open invoices, on a schedule you choose.

1

Open Email notifications

In the left sidebar, click Automations, then Email notifications. Open the Invoice summaries tab.

2

Start a new summary

Click New summary. Alti opens with your request already started.

New summary button on the Invoice summaries tab
3

Choose a template

Click Use on one of your templates, or Create a new template to have Alti write one.

Alti showing summary templates as cards
4

Choose how often it sends

Click Monthly or Weekly. For a monthly summary, Alti asks Which day of the month? Pick First day of the month, a suggested day, or Last day of the month, or type another day.

Which day of the month? card with First day, Day 10, Day 25, and Last day options
5

Choose who gets it

In the Who should get it? card, click All customers with open invoices, Customers with a tag, or Specific customers.

Who should get it? card with All customers with open invoices selected
6

Optional: Shape your new template

If you chose Create a new template, Alti asks How should it read? Pick Neutral, Friendly, or Firm. Alti writes a draft. Click Looks good!, Make it shorter, or Edit manually.

How should it read? card with Neutral, Friendly, and Firm options
7

Review and save

Alti shows a Save this summary? card with the audience, template, schedule, and send time. Click Save to create it, or Deny to cancel.

Save this summary? confirmation card with Save and Deny buttons

Good to know

  • Answer your way. Every card has a Type your answer... row, and you can always reply in the message box instead. Click the X on a card to hide it and answer in chat.

  • Prefer the classic form? At the template step, click Set up reminder manually or Set up summary manually. The full setup page opens.

  • Changing how often a summary sends. A summary's schedule can't be edited. Alti offers to delete it and set up a new one.

  • Editing a shared template. If you change the wording of a template other summaries use, Alti saves your version as a copy, so the other summaries keep their original email.

  • Excluding customers works the same as before. See Add customer exclusions.

Want to see what else Alti can do? Head back to Meet Alti.

Love our platform? Rate us on Channel Program and check out our Referral Program page!

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