CashPilot
Back to Help CenterManaging Reminders

Creating Email Templates

Reusable reminder messages with dynamic variables.

Creating a Template

  • Go to Templates.
  • Click New Template.
  • Enter name, subject, and body.
  • Use variables like customer_name, balance, due_date.
  • Click Save.

    • Available Variables

    customer_name, invoice_number, amount, balance, due_date, days_overdue, company_name

    Best Practices

  • Clear subject lines
  • Professional tone
  • Templates for each overdue stage

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