Automation - Payment Reminder Template – Help Center

Article Contents

NOTE:

A reminder email can be automatically sent to the renter two days before a payment is due.
If manual payment is set up, the email will include a link to make the payment with their previously used card, or to enter another credit card.
If automatic payment is set up, the email is a reminder to the customer that a payment will be processed, no action needed.
MyVR account users will be notified any time a payment is made.
Users also have the ability to charge a renter's card on the renter's behalf.

NOTE: For more information on Transaction Emails, see Help article

Step 1: Scroll through the Transactional Email templates, or enter "payment due" in the search box.

Step 2: On the Manual Payment template line, click Disabled.

Step 3: Toggle Yes for Enabled to enable template.

Step 4: Toggle Yes for Auto Send to automatically send email based on criteria.

Step 5: Click Save Settings

Step 1: Click on the email template name

Step 2: Update fields as needed

Step 3: Click Save Changes

1. Freeform text fields:

- email name (internal)

- description (internal)

- email subject (appears in email subject line when sent)

- email title (appears in body of email)

2. Freeform text email body

3. From the dropdown menu select Stay Info, Guest, or Property to display smart tags specific to each type.

4. Drag and drop standard field smart tags into the email body for dynamic text.

5. Drag and drop custom field smart tags into the email body for dynamic text.

NOTE: Preview based on sample data, shows the link to the reservation payment that is included.

Additional Resources

Automation - Overview

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