Templates allow you to allocate your new templates to three types:

  • General

  • Single invoice

  • Multiple invoices

This becomes useful when creating a strategy or composing a manual communication using templates by allowing you to filter by the type you require.

Does template type affect my automated strategy?

No, the type of template does not affect your strategy.

What is a template category?

It allows allocating your new template to four categories – reminder, overdue, escalation, and other. This becomes useful when creating a strategy or composing a manual communication using templates by allowing you to filter by the type you require.

Does the template category affect my automated strategy?

No, the template category does not affect your strategy.

Is it possible to duplicate a template?

Yes, you can easily duplicate any template.

Simply highlight the required template ➡️ then select “…” ➡️ choose “Duplicate” in the drop-down menu

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