A reactive revenue recovery template defines the email that a customer receives if an automatic payment is declined. The message will provide a link for the customer to update the credit card information. InvoiceSherpa will also immediately reattempt the payment.

To define your reactive revenue recovery template, complete the following steps:

  1. Select Settings from the left navigation area.

  2. Select the Payment Integration tab at the top.

  3. Select Edit next to Edit Reactive Revenue Recovery Template.

A sample Edit Reminder Template screen is illustrated below. The left side allows you to edit the template, and the right side allows you to preview the template.

  1. Edit the Template Name if desired to help you organize your templates in other ares of InvoiceSherpa

  2. Enter the email address to use as the From Address. Such as from accounting department, or specific person

  3. Edit the Subject Line. The default Subject Line includes the name of the company defined in InvoiceSherpa with "Payment Declined". Note the Company_Name scripted variable is included by default.

  4. Edit the Header Text to show at the top of the email.

  5. Enter the Hex number (in the format #xxxxxx) to use for the Text Color.

  6. The logo associated with the company from which the invoice will be sent is automatically included. You can change the logo by dragging and dropping the image or clicking the manual upload link.

  7. Enter the Hex number (in the format #xxxxxx) to use for the Background Color.

  8. Select the Template Style to switch to one of InvoiceSherpa's built-in templates. The colors and other information you have selected are retained, but changed to the new style. You can also use your own template, if desired.

  9. Edit the Email Text to use your own wording for the emails that get sent using this template. A number of tools are available to format your email.

  10. To send a preview of the email template, enter the Email Address to receive the preview and select Send Preview.

  11. Select Save Template.

The Email Preview also shows some basic information that cannot be customized, including the invoice number, the amount due, the due date, the button for paying the invoice (if you have a payment integration set up) and the button to View Invoice PDF, which shows the customer real-time adjustments to the invoice (i.e., any partial payments made since the email reminder was sent). Your company details are also shown at the bottom of the email.