A payment plan template defines the email that a customer receives if you create a payment plan to pay off an invoice in partial amounts over time. The message will provide a link for the customer to view or pay any portion of the payment plan. 

To define your payment plan created template, complete the following steps:

  1. Select Payment Plans from the left navigation area.

  2. Select the Settings tab at the top.

  3. Select Edit next to Edit Payment Plan Introduction 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 "Invoice Statement". 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 invoices associated with the payment plan. Your company details are also shown at the bottom of the email.