Contents
Overview
Create dunning email templates to automatically send reminder emails before or after an invoice due date. Configure each template using the Days From Due Date value to determine when the reminder email is sent. You can create multiple templates with different timing, wording, and content.
Be sure to review our Template Best Practices & Create & Edit Templates articles for tips on further customizing templates.
Manage Dunning Email Template
Steps
- On the left navigation menu, click Setup > Manage Templates. The Manage Templates page is displayed.
- Scroll to the Dunning Emails After the Invoice is Due section.
- Click +ADD TEMPLATE to create a new Dunning Email or click the Edit icon to edit an existing template.
Add or Edit a Dunning Email Template
Use the Add Dunning Email Template dialog to configure when reminder emails are sent, define recipients, customize the email content, and specify the conditions under which reminder emails are sent.
The following table describes the available fields:
| Field | Description |
|---|---|
| Days From Due Date |
Specifies when the reminder email is sent relative to the invoice due date. Specifies when the reminder email is sent relative to the invoice due date.
For example, -15 sends the reminder 15 days before the due date, while 15 sends it 15 days after the due date. |
| Send email only if an electronic payment method exists for the customer | When enabled, the reminder email is sent only if the customer has an electronic payment method configured. |
| Filter | Opens the filter builder to define criteria for the customers or invoices that should receive this reminder email. Read more about filtering the Dunning Email Template. |
| Exclude Invoices Not Already Emailed | When enabled, reminder emails are sent only for invoices that have already been emailed to the customer. |
| Recipients | Specifies the primary recipient(s) of the reminder email. By default, the billing contact email is used. |
| Subject | Specifies the subject line of the reminder email. You can use Liquid variables to include dynamic information, such as the invoice number or company name. |
| CC | Specifies additional recipients who receive a copy of the email. |
| BCC | Specifies recipients who receive a blind carbon copy of the email. |
| Reply To Address | Specifies the email address that receives customer replies. Learn more about customizing the Reply To field. |
| Attach Invoice PDF | When enabled, attaches the invoice PDF to the reminder email. |
| Template | Defines the content of the reminder email. You can customize the template using HTML, CSS, and Liquid syntax to include dynamic customer, invoice, and company information. |
Note: The Days From Due Date field supports both pre-due and post-due reminders:
- Negative value – Sends the reminder before the invoice due date.
- 0 – Sends the reminder on the invoice due date.
- Positive value – Sends the reminder after the invoice due date.
Customize Template
- Add HTML tags, CSS, liquid syntax to the Template section.
- To access variables available in the Ordway platform, refer to API Documentation.
- Use the Preview drop-down menu to select a Quote and choose the PDF or HTML View to preview changes before saving.
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Save when finished.
Send an email to all Customer Contacts
Read more about how to send an email to all Customer Contacts.
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