This email can be sent to the client from your invoice screen to show them a summary of their charges on the invoice and/or prompt them to pay on the invoice. You must accept payments if you want to use this template as a way to collect payment for the appointment booked for your client, you can check this setting under Payments > Payment Settings (you will need support to turn this feature on for you). If you're a business that doesn't charge with Payments in TimeTap, then you can ignore this template all together
The default criteria that TimeTap provides for this template is -
| Tag | Definition |
|---|---|
| %CLIENT_EMAILADDRESS% | The email address of the client that is stored in the email field on the client's profile |
| %INVOICE_NUMBER% | Invoice number |
| %INVOICE_BALANCE_AMOUNT% | Total remaining balance, this amount will reflect discount, coupons, and deposits, if applicable. |
To learn more about tags and how to use/create them, please visit our documentation on tags.
In editing this template, here are some general things to consider:
- The situation - This email is sent to the client from your invoice screen to show them a summary of their charges on the invoice and/or prompt them to pay on the invoice. This invoice summarizes the charges and discounts applied a specific appointment, class sessions or course set - if you don't require payment at the time of booking, this template can help you request payment from your clients for services they have booked.
- Options for this template - If payment is taken at the location where the appointment has taken place, you can use this template to email a copy of the paid invoice to your client, just make sure to modify the language and remove the Submit Payment button.
- Template elements - As with all the appointment templates sent from you account, this email will have the email header and the staff signature in the footer. We recommend putting standard contact information in the staff signature section and to customize your header under your messaging settings to be what you'd like for all of your emails (helps to keep them cohesive).