Email Template: Payment Reminder Emails
Payment Reminder emails are emails that will alert Customers that a Payment is due on an Order. These emails will ensure that Customers are aware that their Payment Due Date is approaching. Payment Reminder Emails can be automated or sent from the Order page.
The Payment Reminder Email Template is located in Email Settings, which can be found under the Admin panel of the TapGoods PRO dashboard. Click here to navigate to Email Settings in TapGoods PRO!
Once you have navigated to Email Settings, you can customize the Payment Reminder Email Template. To automate this email, enable Automatic Send.
To edit the Payment Reminder Email Template, follow the steps listed below.
- Click the Pencil Icon next to the Template.
- Customize the Subject.
- Compose the email in the Note field.
- Click Save.
With Automatic Send enabled on Payment Reminder Emails, this email will deploy within the designated time frame configured for Payment Reminders in Order Settings. You can also send Payment Reminder emails manually from the Emails tab of an Order.
To send a Payment Reminder Email, follow the steps listed below.
- Navigate to the desired Order and click the Emails tab.
- Under Email Type, click the dropdown arrow and select Payment Reminder.
- Under Send To, select Customers, Team Members, or Other.
- (Optional) Add a Custom Note to the Email.
**Note: The text from the Email Template will populate in this field. You can manually edit the email within the order! This will NOT impact the Template.** - (Optional) Add Attachments to the Email.
**Note: For Payment Reminder Emails, it is recommended to attach the Invoice to the Email. To learn more about Invoices in TapGoods PRO, click here!** - Click Email.
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