Fortapay integrates directly with Infusionsoft’s marketing email templates to allow you to send notification emails and reminders to your customers. To use this feature, you’ll need to create several invoice notification or invoice reminder email templates inside of Infusionsoft. If you’re like me, you hate staring at a blank page, so we created a few example email templates with sample copy you can use to get you started.
Initial Invoice Notification
Subject: New Invoice from ACME
Hi [Customer],
Thanks for doing business with us! We appreciate you.
Please follow the link below to view and download your invoice. For your convenience, you can easily pay online. We accept [Visa, MasterCard, AMEX, Discover, and PayPal.]
<#YOUR_LINK#>
If you have any questions or concerns, please don’t hesitate to reach out at [email protected] or 555-555-5555. We’re here for you!
ACME Company
www.acme.com
Courtesy Reminder
Subject: Request for Payment from ACME
Hi [Customer],
Thanks, again, for your business.
As a courtesy reminder, you have an open invoice with us. Please follow the link below to easily view, download and pay your invoice online. For your convenience, we accept [Visa, MasterCard, AMEX, Discover, and PayPal.]
<#YOUR_LINK#>
If you have any questions or concerns, please don’t hesitate to reach out at [email protected] or 555-555-5555. We’re here for you!
ACME Company
www.acme.com
Escalated Reminder
Subject: Overdue Invoice from ACME
Hi [Customer],
We appreciate you, and your money. Currently, you have an overdue invoice with us.
Please submit your payment immediately by clicking the link below. For your convenience, we accept [Visa, MasterCard, AMEX, Discover, and PayPal.]
<#YOUR_LINK#>
With prompt payment, you will avoid disruption of service, late fees, interest, and attorney fees should we need to collect on this invoice.
If you have any questions or concerns, please don’t hesitate to reach out at [email protected] or 555-555-5555. We’re here for you!
ACME Company
www.acme.com
Thank You for Your Payment
Subject: Thanks For Your Payment! – ACME
Hi [Customer],
Thank you for your payment on your ACME account. We appreciate being able to serve your needs.
At any time, you can review your account with us including invoices, receipts, and payments. Just click the below link and you’ll be automatically logged into our billing center:
<#YOUR_LINK#>
Don’t forget our iron-clad guarantee: if you’re not happy for whatever reason over the next 30 days, we’ll happily refund your money. [or whatever your guarantee is. . .]
We look forward to doing business with you in the future.
In appreciation,
ACME Company
www.acme.com
Credit Card Expiration Notice
Subject: Credit Card Expiration Notice—from ACME
Hi [Customer],
We appreciate your business. It appears your credit card on file with us will expire soon. To prevent interrupted service, please take a few seconds and update your billing info today using the link below.
<#YOUR_LINK#>
Thanks,
ACME Company
www.acme.com
Failed Auto-Charge Notice
Subject: Failed Charge Notice—from ACME
Hi [Customer],
Your credit card payment has recently declined. The decline could be due to card expiration, insufficient funds, card number change, etc. In order to prevent discontinuation of service, please verify your billing information and resend payment.
<#YOUR_LINK#>
Thanks,
ACME Company
www.acme.com
Notice of New Billing Center (Already has Password in Infusionsoft)
Subject: New Account & Online Billing Center for ACME
Hi [Customer],
Thanks for being our customer. We have a new billing center available for you to easily view, download and pay all your invoices in a snap. You can also update your credit card and billing info—and you can do this from any device, at any time, from anywhere.
Login here: [fortapay link]
Your login ID: [login]
Your password: [password]
You will continue to receive invoices via email from us, but you can always login to your account to view, update and pay at any time.
Please let us know if you have any questions with this new billing center.
Thanks,
ACME Company
www.acme.com
Notice of New Billing Center (No Password currently in Infusionsoft)
Subject: New Account & Online Billing Center for ACME
Thanks for being our customer. We have a new billing center available for you to easily view, download and pay all your invoices in a snap. You can also update your credit card and billing info—and you can do this from any device, at any time, from anywhere.
Login here: [fortapay link]
Your login ID: [login]
To access your new Billing Center Account, please set up a password using the link below:
[Fortapay password creation link]
You will continue to receive invoices via email from us, but you can always login to your account to view, update and pay at any time.
Please let us know if you have any questions with this new billing center.
Thanks,
ACME Company
www.acme.com