Email Templates

Email Template Type

Template Name

Description

Hidden

Password Reset—Your Account

This email is sent to provide a password reset link when a password is reset for one of your account Users.

Hidden

Password Reset--Buyer

This email is sent to the Buyer (your customer) to provide a new password.

Payment Failure Notifications

Failure Notice –
Credit Card Payment

This email is sent to your customer if a credit card transaction fails after being initially authorized when entered.

Payment Failure Notifications

Failure Notice – ACH Payment

This email is sent to your customer if an ACH payment is returned by the bank, either for NSF or for some other reason

Payment Failure Notifications

Failure Notice—Recurring Billing--Primary

This email is sent to your customer if a recurring payment is attempted and fails (is not authorized) for any reason. It is also sent if the payment was initially authorized as part of a recurring payment schedule but later fails, as with an ACH payment that is returned either for Non-sufficient funds or for some other reason.

Transaction Receipts

Receipt—ACH Payment--TEL
NOTE: See Authorizing Echeck (ACH) Transactions for more information about ACH Types.

Receipt for a one-time  ACH payment. This is the default receipt selected for ACH payments entered on the collect new payment screen.

This email contains the proper notification language for a TEL transaction.

Transaction Receipts

Receipt—ACH Payment--WEB

This email contains the proper notification language for a WEB transaction.

This is the default receipt used for all ACH payments made via Customer Portal and via Web Payment Pages.

Transaction Receipts

Receipt—ACH Payment--PPD

This email contains the proper notification language for a PPD transaction. (An ACH transaction authorized in writing.)

Transaction Receipts

Receipt—ACH Payment--CCD

This email contains the proper notification language for a CCD transaction. (A business-to-business ACH transaction that debits a business bank account.)

Transaction Receipts

Card Present Credit Card Payment Receipt

This receipt email is sent to your customer for all swiped one-time credit card payments.

Transaction Receipts

Card Present Credit Card Refund Receipt

This receipt email is sent to your customer for all refunds of swiped credit card transactions.

Transaction Receipts

Credit Card Payment Receipt

This receipt email is sent to your customer for all one-time credit card payments.

Transaction Receipts

Credit Card Refund Receipt

This receipt email is sent to your customer for all stand-alone credit card refunds.

Transaction Receipts

Refund Payment Notification

This email is sent to the customer when a refund of a credit card or Echeck (ACH) payment is processed.

Transaction Receipts

Receipt—Scheduled Payment

Default receipt for a recurring payment schedule or on-time payment scheduled for a future date. This receipt is not specific to either scheduled payment type.

Choose one of the other templates in this category to tailor the receipt to the type of scheduled payment used.

Transaction Receipts

Receipt—Recurring Billing Schedule

A scheduled payment receipt tailored to recurring billing schedule payments. It includes schedule information such as next payment date.

Select this receipt on the collect new payment screen when you enter a recurring billing schedule.

Transaction Receipts

Receipt—Scheduled One-time Payment

A scheduled payment receipt tailored to a one-time scheduled payment. It provides the payment date and makes clear that only one payment has been scheduled.

Select this receipt on the collect new payment screen when you enter a one-time payment for a future date.

Transaction Receipts

Receipt—Recurring Payment Plan

This receipt is sent to your Customer after each successful payment that is part of a payment plan schedule.

Transaction Receipts

Transaction Details—
Credit Card

This email is sent when you click the “email transaction” button for any one-time credit card payment.  

The email provides full transaction details and can serve as a duplicate or replacement receipt.

Transaction Receipts

Transaction Details—
ACH Payment

This email is sent when you click the “email transaction” button for any one-time ACH payment.  

The email provides full transaction details and can serve as a duplicate or replacement receipt.

Transaction Receipts

Void Payment Notification

This email is automatically sent to your customer when you Void a payment.

Recurring Payment Reminders

Pre-Notification—Bill Payment

This email is sent to your customer prior to the billing date on a recurring payment schedule—Based on the pre-notification settings you configure when you enter the schedule.

Recurring Payment Reminders

Pre-Notification—Payment Plan

This email is sent to your customer prior to the billing date on a payment plan schedule—Based on the pre-notification settings you configure when you enter the schedule.

Recurring Payment Reminders

New Recurring Payment Schedule

This email is sent to your customer when a new recurring billing schedule is activated.

Recurring Payment Reminders

New Recurring Schedule—Payment Plan

This email is sent to your customer when a new payment plan schedule is activated.

Recurring Payment Reminders

Edited Recurring Schedule— Bill Payment

This email is sent to your customer when the payment amount, payment frequency, or payment account is changed for a recurring billing schedule.

Recurring Payment Reminders

Edited Recurring Schedule—Payment Plan

This email is sent to your customer when the payment amount, payment frequency, or payment account is changed for a payment plan schedule.

Recurring Payment Reminders

Credit Card Expiration Notification

This email is sent to your customer when a credit card attached to a recurring payment schedule is about to expire. The email is sent on the first day of the month in which the card expires, and requests that the customer update the card’s expiration date.

Invoices

New invoice email

This email is sent to your customers with information about invoices created for them. The email is sent for all unpaid invoices that are not “Past Due.”

Past Due Invoice Follow-up

Overdue invoice reminder

This email is automatically sent to your customers if you have programmed the system to send Past Due invoice notices. It is also sent each time you manually resend an Past Due invoice.