Plan Invitation Email (To Customer)
Sent to: Customer When: Business creates and sends a payment plan Example Subject: "Payment plan from [Business Name]"
What It Contains
- Secure portal link
- Total amount owed
- Business name and contact info
- Brief description of debt
- Instructions to review and accept
Purpose
This is the first email a customer receives when a business creates a payment plan. It introduces the plan and provides a secure link to review options.
Tone
Calm, respectful, neutral. No threatening or collections language. Emphasizes collaboration and fairness.
Screenshots
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