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Communication

Message templates

Each template is bound to the workflow rule that would send it, so a message inherits that rule's autonomy. Nothing here sends itself.

Templates

8 in use

Payment reminder

Sent when an invoice passes its due date. The agent may chase; only a person may discount or waive.

A person sends it

When an invoice passes its due date — send the payment reminder.

Preview

Rendered against a real case, not a mock-up.

Complete
Tan FamilyLee FamilyWong FamilyKoh FamilySim FamilyBalakrishnan HouseholdTeo Family
INV-2026-0398 — S$0.00 outstanding

Dear Mrs Serene Lee,

INV-2026-0398 has S$0.00 outstanding. It was due on 2026-08-16.

If you have already paid, please ignore this and send me the reference so I can match it. If something about the invoice does not look right, tell me and I will go through it line by line with you.

Michelle Wong
Demo Maid Agency

Fields this message merges

A field belonging to one side can never be merged into the other's message.

  • {{invoice_ref}}The invoice number
    employer onlyfilled
  • {{invoice_balance}}What is still outstanding
    employer onlyfilled
  • {{employer_contact}}Who to address in the household
    employer onlyfilled
  • {{invoice_due}}When it was due
    employer onlyfilled
  • {{consultant_name}}The consultant handling this household
    filled
  • {{agency_name}}The agency's name
    filled