Customize your Logo:

The first thing you can do to personalize all of your email templates is upload your Logo.  Once done, your logo will be displayed on all emails sent on your behalf  from Late Fee Manager.  On the "Settings" page in Late Fee Manager, click the "Edit" button next to Customize Logo: 

Once you've clicked "Edit", you will see the following pop up window:

By clicking "Select Files" you can upload your logo.  The logo will appear in the Preview window shown above, and you can adjust the size of the image from there.   You can also choose a background color that will display in the header and footer of all emails sent on your behalf from Late Fee Manager.  

Personalize your Email Templates:

There are five different email templates in Late Fee Manager:

  1. Invoice Generated Email Template: The email that is sent to notify a customer that a late fee has been charged.
  2. Payment Reminder - Before Due Date: The email that is sent to notify a customer that their invoice is becoming due.
  3. Payment Reminder - On Due Date: The email that is sent to notify a customer that their invoice is due today.
  4. Payment Reminder - After Due Date: The email that is sent to notify a customer that their invoice has become overdue.
  5. Late Fee Policy Notification Email: This is an email to notify all of your customers that your late fee policy is changing.

Each template comes with a default email message, but they are all completely customizable.  At the end of this article there are instructions and screenshots of where to find each of email the templates listed above, but to walk you through how to personalize any email template, I'm going to use #4, the Payment Reminder - After Due Date as an example.  

Click the "edit" button of the email template you want to work on.  This will bring up the email template window.  

There are two tabs in this window, Email Editor and Email Preview.  Email Preview shows you what the email will look like to your customers.  From the Email Preview tab, you can also send yourself a sample email. 

You will need to be in the Email Editor tab to make any changes.  The green buttons that say things like "Your Company Name" and "Invoice Number" are auto fill fields that will be populated with your customer's information when the email is sent out to them.  You can add or remove any of these auto fill fields simply by clicking on that field.   The options to change or remove will appear:

If you'd like to add a field that isn't already in the email template, click on the "Insert Field" button at the top right of the email template window and a list of available auto fill fields will appear:
 

Once you are happy with how your email looks and reads, simply click "Save" at the bottom of the email template window.

Types of Email Templates and where to Edit them

The email templates are all located on the Late Fee Manager Settings Page.  Below are images of where each template can be found on the settings page:

Invoice Generated Email Template: The email that is sent to notify a customer that a late fee has been charged.  

Payment Reminder - Before Due Date: The email that is sent to notify a customer that their invoice is becoming due.  

Payment Reminder - On Due Date: The email that is sent to notify a customer that their invoice is due today.  

Payment Reminder - After Due Date: The email that is sent to notify a customer that their invoice has become overdue.  

Late Fee Policy Notification Email: This is an email to notify all of your customers that your late fee policy is changing.  

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