Example Scheduler Template - Payment Reminders for Net 30 and Prepay Clients

In this example, we will set up a few Scheduler emails to remind customers that their payment due date is coming up and we will differentiate between orders with different invoice terms. Below you'll find a video on how to set up the templates and schedulers as well as 3 templates and conditions. You can use these template as a starting point for creating your own Scheduler emails and customize based on your own circumstances and preferences.

Hi {client_name},

This is a reminder that your rental order #{order_number} for {invoice_event_date} still has an outstanding balance of {amount_due}.

To confirm your reservation, please complete payment by {invoice_due_date}. Payment can be made online through the link below:

{include_payment_button}

Or contact our team to discuss other available payment options.

Please note: Failure to complete payment may result in your order being placed on hold or cancelled.

If you’ve already submitted payment, thank you! Otherwise, we kindly ask that you take care of this balance as soon as possible to ensure your order moves forward without delay.

We appreciate your prompt attention and look forward to your event.

Thank you,
{company_name}

Transaction Type = Order

Transaction Status = CREATED

Invoice Term = Remaining Balance - Due Prior (This is the label I've used in my invoice terms settings for payment being due before delivery. Yours may be different.)

Invoice Balance Due > 1

In our example, we scheduled our email to go out 7 days Before the Transaction Delivery Date. We based the timing on other emails going out to the customer and ensuring they have notice before their actual due date.

Dear {client_full_name},

Thank you for working with us for your event on {invoice_event_date}. Just a friendly reminder that your remaining balance is due on {invoice_due_date}.

Invoice total: {order_total} Balance due: {amount_due}

You can submit payment via credit card using the link below:

{include_payment_button}

If you prefer to send a check, please make the check payable to {company_name} and mail to {company_full_billing_address}.

If payment has already been arranged, please disregard this notice. For questions, contact {managed_by} at {managed_by_email} or call {company_phone}.

Sincerely,
{company_name}

Transaction Type = Order

Transaction Status = CREATED

Invoice Term = Net 30 (This is the label I've used in my invoice terms settings for payment being due 30 days after start date. Yours may be different.)

Invoice Balance Due > 1

In our example, we scheduled our email to go out 5 days After Transaction Return Date. I want to ensure this goes out shortly after their transaction has come back in case there were any damages or missing item fees that need to be added. This gives my team time to process their return before sending the payment reminder. This will be the first reminder I send to my Net 30 customers.

Dear {client_full_name},

This is a courtesy reminder that final payment for order {order_number} is due on {invoice_due_date}.

Balance due: {amount_due}

Original event date: {invoice_event_date}

Event name: {order_title}

You can submit payment via credit card using the link below:

{include_payment_button}

If you prefer to send a check, please make the check payable to {company_name} and mail to {company_full_billing_address}.

If payment has already been arranged, please disregard this notice. For questions, contact {managed_by} at {managed_by_email} or call {company_phone}.

Sincerely,
{company_name}

Transaction Type = Order

Transaction Status = CREATED

Invoice Term = Net 30 (This is the label I've used in my invoice terms settings for payment being due 30 days after start date. Yours may be different.)

Invoice Balance Due > 1

In our example, we scheduled our email to go out 10 days Before Invoice Due Date. This gives my customer enough notice if they need to send us a check or to reach out to our team with any quesitons.