When configuring your collection email/letter templates, you can personalize them using our collection tag inserter.
But, how to best use them to reflect the right information in your templates?
Focus on the carrying invoice
The Carrying invoice is the oldest unpaid invoice of your customer, when the reminder is triggered. You can benefit from multiple tags based on this reference to focus your reminders on it. This is the reference (and tags) we'll offer in our default templates when creating a workflow or a new action.
Highlight your customer's entire balance
If you want your collection reminders to show the outstanding balance and all open references, then we'd advise using the following tags:
- Customer outstanding amount
- Customer overdue amount
- Overdue invoice number list
- Due invoice number list
For example:
Or
Would you like suggestions on other use cases? Please let us know by submitting a Support request.