(DM-4) Standard Messages - Finances

Here are the details of the five payment related messages... one is to acknowledge a payment received, three are related to a payment due, and the final one is to send a link to a copy of the invoice.

"Payment Received" Message

This is a Payment type message.

It can be send automatically to the lead attendee when a booking is paid for by card, and sent by your own actions when a non-card payment is recorded within the app using one of the Add Payment functions.

Here is the message contents as supplied when you sign up to the app:

Dear [First Name],

Just to let you know we have received your payment of [Payment Amount] for [Payment For].

Best wishes,

[From First Name]

"Payment Due" Message

This is a Booking / Invoice type message.

It is sent automatically to the lead attendee when a booking is made and the client has elected to pay by a non-card payment method. This is the only situation in which this message is sent.

Here is the message contents as supplied when you sign up to the app:

Dear [First Name],

We would like to remind you that the following payment is now due:

[Invoice Description] Amount payable: [Payment Due Amount] Payment due by: [Payment Due Date]

Our payment methods are listed below.

We look forward to hear from you shortly.

Best wishes,

[From First Name]

You may pay by: [Payment Methods]

"Payment Reminder" Message

This is a Booking / Invoice type message.

It can be sent by your own actions to the lead attendee when a payment becomes due in less than five days time.

The idea is for the message to remind the attendee that the payment is due, and provide a list of methods by which they can pay. Assuming that you have set up your Stripe card payment details, then that list of payment methods can include a link to a page where they can make the payment by card.

Here is the message contents as supplied when you sign up to the app:

Dear [First Name],

We would like to remind you that the following payment is now due:

[Invoice Description] Amount payable: [Payment Due Amount] Payment due by: [Payment Due Date]

Our payment methods are listed below.

We look forward to hearing from you shortly.

Best wishes,

[From First Name]

You may pay by: [Payment Methods]

"Payment Overdue" Message

This is a Booking / Invoice type message.

It can be sent by your own actions to the lead attendee when a payment becomes overdue.

The idea is for the message to have similar content as the Payment Due message, but with a stronger wording to make clear that the payment is now overdue.

Here is the message contents as supplied when you sign up to the app:

Dear [First Name],

We would like to remind you that the following payment is now overdue. We would appreciate receiving the money as soon as possible!

[Invoice Description] Amount payable: [Payment Due Amount] Payment was due by: [Payment Due Date]

Our payment methods are listed below.

Best wishes,

[From First Name]

You may pay by: [Payment Methods]

"Invoice Copy" Message

This is a Booking / Invoice type message.

It is sent my your own actions from the Send Messages tab of the invoice window.

Here is the message contents as supplied when you sign up to the app:

Dear [First Name],

As requested, you can [Invoice click here] to see a copy of your recent invoice and payments. You can use the print function in your browser to print this to paper or PDF if required.

Best wishes,

[From First Name]

Summary

We have looked here at the five standard messages which relate to finances - payments received, payments due, and invoice details.

These are the only messages that can be sent with regard to finances.