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Create a canned email to use as a payment reminder when someone has accepted your proposal/signed your contract, but has NOT paid their first payment

*Make sure to include the Invoice Link smart field so they can easily pay.*

 Hi {{client.firstName}}, 
 
This is a friendly reminder that your  payment in the amount of {{scheduledPayment | paymentAmountDue : job.invoice.schedule : job.invoice}} is due in order to officially book with {{brand.name}}. I will not be able to get started on your project until you have made your payment. You can pay at any time using the link below.
 
{{job | invoiceLink}}
 
If you have any questions or need to speak with me regarding this payment, you may reach out via the information listed in my signature below. 
 
Thank you,
{{brand.emailTemplate.signature}}

Create an email template for notifying your clients when they have an upcoming payment due. I recommend NOT specifying a number of days, and instead just using the smart field for the due date, that way you can use this on all payment plans.

*Make sure to include the Invoice Link smart field so they can easily pay.*

Hi {{client.firstName}},
 
This is a friendly reminder that your payment in the amount of {{job.invoice | remainder}} is due on {{scheduledPayment | paymentDueDate : job}}. Please submit payment at your convenience using the link below. 
{{job | invoiceLink}}
 
Thank you, 

Create an email template notifying your client that they have a payment due TODAY.

*Make sure to include the Invoice Link smart field so they can easily pay.*

 Hi {{client.firstName}},
 
This is a friendly reminder that your payment in the amount of {{job.invoice | remainder}} is due today. Please submit payment as soon as possible using the link below. 
{{job | invoiceLink}}
 
Thank you,

{{brand.emailTemplate.signature}}

Write an email template notifying your client that they are past due on a payment and letting them know what will happen if they do not remit payment promptly. Note that Dubsado cannot automatically apply any kind of late fee, so this is more for encouraging the client to pay rather than describing what Dubsado will actually do on its own.

*Make sure to include the Invoice Link smart field so they can easily pay.*

 {{client.firstName}},
 
Your payment in the amount of {{job.invoice | remainder}} is now past due. Please submit payment as soon as possible using the link below to avoid incurring late charges.
 
{{job | invoiceLink}}
 
If you have any questions or need to speak with me regarding this payment, you may reach out via the contract information listed in my signature. 
 
Thank you,

{{brand.emailTemplate.signature}}

Creating a "Divide Equally" Payment Plan Template in Dubsado

CREATE YOUR EMAIL TEMPLATES

Contract Signed, Invoice NOT Paid

Payment Due Soon

Payment Due Today

Payment Past Due