Sending Payment Link Email
Send off details about a Client’s Order and give them instructions on what to do next.
The Payment Link Email is generated in two places:
- From the Invoice PDF button drop-down by selecting “Email PDF Link”
2. Within the Payments tab of an Order by selecting the “Create Email” button.
Both of these methods will create a draft email in your preferred email handler.
Proof and send it off to your Client to confirm their Proposal!
Modify Payment Link Email Template
To modify the template for this email, head to the “Account” icon in the upper right corner of your browser window.
Select “Email Templates” from the column on the left.
Select the “Payment Link” tab.
Modify the default text in any way you’d like but keep in mind that the Reference Tags (##COMPANY_NAME##, ##EVENT_DATE##, etc.) are meant to save you from a life of cutting-and-pasting. Even if you rearrange them or add more verbiage, you may want to include these tags.
Use the BCC (Blind Carbon Copy) field to add email addresses you’d like to receive a copy of the Payment Link Email. Email addresses in the BCC field will always receive this email when it is sent out to Customers.
For instance, if you utilize a CRM alongside RW, this is a great place to enter your CRM’s unique BCC email. Customers won’t see that the email was also sent to this email address.
Be sure to separate email addresses in this field with a comma if you’d like to add more than one.
Here is a Reference Guide for the supported Reference Tags:
Your Company Name: ##COMPANY_NAME##
Event Date: ##EVENT_DATE##
Invoice Number: ##DISPLAY_INVOICE_ID##
Client Name (First and Last): ##CLIENT##
Client First Name: ##CLIENT_FIRST##
Client Last Name: ##CLIENT_LAST##
Invoice Total: ##INVOICE_TOTAL##
Deposit Due: ##DEPOSIT_DUE##
Remaining Balance: ##BALANCE##
Payment Due Date*: ##PAYMENT_DUE_DATE##
Balance Due Date: ##BALANCE_DUE_DATE##
Link to Invoice PDF: ##PDF_LINK##
Link to Online Payment Page**: ##PAYMENT_LINK##
Once you’re done formatting your email, be sure to click on the green “Save” button at the top of your browser window.
Check out One-Click Order Email Generation for an example of a Payment Link Email in action.
*Payment Due Date will populate based on the Order Status. Proposals will generate the Proposal Expiration Date (Deposit Due Date). Confirmed Orders will populate the Final Balance Due Date.
**This Reference Tag is only relevant to users who have enabled Integrated Credit Card Processing within R.W. Elephant.
Also see: