Default document templates

Template letters allow the system to automatically send text message and email notices, reminders, and letters to your customers based on rules that you set up in the software. 

Automatic/DefaultReminders

Automatic Reminders include messages that are scheduled and CAN be automatically sent by the system. These messages can be triggered by an action in the system. 

Account Information: Automatically sent to a customer after registering on your website. It does not send to imported customers.
Automatic Payment Receipt: Automatically sent to a customer immediately following a successful payment.

Failed Recurring Payment: Automatically sent to a customer after a failed payment. Can also be manually sent while bouncing a check/ACH.
Invoice Reminder: Automatically sent to a customer to remind them of an upcoming payment.

Manually Sent Payment Receipt:  Manually sent to a customer when viewing a previous payment receipt.
Move Out Receipt: Automatically sent to a customer after successfully moving out of a rental.

Notice of Scheduled Rate Change:  Manually sent to one or more customers when scheduling rental price changes.
Rental Instructions: Automatically sent to a customer after successfully renting a unit.
Reservation Receipt: Automatically sent to a customer after successfully reserving a unit. Manually sent when viewing an active reservation.
Scheduled Move Out: Automatically sent to a customer when a rental is scheduled for move out on a future date.|
Storage Agreement Manual: Only Manually sent to a customer when viewing a storage agreement.
Waiting List Confirmation: Automatically sent to a customer immediately after they are added to the waiting list.

Custom Letters

Send custom notices that can populate information from the customer's profile using Placeholders. 
📖 Creating a custom letter

Late and Lien Notices

These notices are sent only to customers that do not pay their scheduled invoice on or before the due date (See Also, Late/Lien Overview). These notices can be customized or you can use the templates that we provide and edit them to suit your business needs. These include:
- Past Due Notices
- Pre-Lien and Lien/Auction Notices