Manage message templates

Templates are stored in libraries that provide at-a-glance views of their content and settings. Use template libraries to review, edit, or delete your templates.

Navigation: Select Settings → Settings from the Collections navigation header, then select a template type from the left menu: reminder, payment plan, account statement, or general.

Template Library Overview

Column Description
Company The company to which the template applies
Name The informative name given to the template during creation
Location The location of your company - a custom value set in the template’s general options
Languages All languages in which the template has been created
Show in dispute Whether disputed documents are visible in the template - green checkmark = visible, red X = not visible
Show in promise Whether documents in payment promise are visible in the template - green checkmark = visible, red X = not visible
Show only due Whether the template shows only overdue documents - green checkmark = enabled, red X = not enabled

Select any column header to sort the table by that attribute. Use the search field to find templates by keyword.

Edit or Delete Templates

To edit a template:

Select the template you want to edit in the library. The template editor opens - make your changes and then select Save.

To delete a template:

Select the trash can icon and then select OK.

Warning: Before deleting a template, confirm that it is not linked to any procedure steps. To check, select Settings → Procedures, open the relevant procedure, and review the Template column. Deleting a template that is still linked to a procedure step may disrupt automated communications.

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Need Help?

If a template is not appearing in the library after saving, confirm that the correct template type is selected in the left menu. Contact the Billtrust Support team for further assistance.