Create account correspondence templates

Create templates to speed up account contact communication without losing personalisation. You can make templates for unpaid invoice reminders, payment plan schedules, and account statements.

Steps

  1. In the Collections navigation header, select Settings → Settings.
  2. Select a template type from the left menu. Available template types are:
    • Reminder templates
    • Payment plan templates
    • Account statement templates
    • General templates
  3. Select Add new template.
  4. Select the company to which the template applies and then select Add template.
    • If you are creating a general template, also select the type of template you want to create.
  5. Select Add a new language, select the language in which you want to add template content, and then select Add language.
  6. Use the template editor to customise the message contents. See Use the Template Editor for instructions.
  7. Select Save.

Troubleshooting

Templates must be linked to a company.

You must always link a template to a company. If you manage multiple accounts in Collections, you must create separate templates for each company.

Templates cannot be copied across companies.

You cannot copy a template from one company to another. Instead, open a new template in a split window and copy the text and settings from the original template manually.

Language mismatch prevents template use.

If an account’s language is not supported by a template, you cannot use that template to send automatic or manual reminders. To resolve this, either create a reminder template in the account’s language or change the account’s language to one for which a template exists.

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Need Help?

If a template is not available when sending a manual reminder, confirm that the template is linked to the correct company and that a version exists in the account’s language. Contact the Billtrust Support team for further assistance.