Add custom text to your invoice summaries and reminders to make your invoices an extension of your brand.
Creating custom email templates for your invoice summaries and reminders allows you to enhance the white-labeling experience and ensures that every communication with your customers reflects your unique company identity.
Follow the steps below to provide your customers with a fully-branded payment experience:
INVOICE SUMMARIES
1. From your Alternative Payments Dashboard, navigate to the Automations section:
- Select the "Email notifications" option.
- You will see two tabs: "Invoice summaries" and "Invoice reminders." Click on the "Invoice summaries" tab.
2. In the "Invoice summaries" tab, click on "+ New summary" to create a new email summary rule.
3. In the "New summary" section, select the frequency for the email summaries. This can be daily, weekly, or monthly depending on your preference.
4. Select the start date for when the email summaries should begin.
5. Under the "Email template" section, you can either select the default template or create a new template.
- If you select to use the “Create a new template” option, you will have the option to customize the template name, subject, heading, main text and secondary text.
6. After configuring the summary rule and selecting an email template, save your settings.
7. You can manage any exceptions by clicking on the "+ Exception list" button.
INVOICE REMINDERS
Click on “Invoice reminders” and follow the same instructions as above to customize your reminders.
You’re all set to send out custom email summaries and reminders for your customer’s invoices!
If you need any additional information or further customization, feel free to reach out to customersuccess@alternativepayments.io.
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