Payment
ACH payment failure
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s account payable team |
| Triggered by: | ACH payment failure |
| Subject: | Action required: Payment failed for {{ product_name }} |
| Header: | ACH payment failure for {{ product_name }} |
| Body: | Your payment for {{ product_name }} has failed to process. Please click the button below to update your payment information and reprocess your payment. |
| Button: | Update payment information |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
ACH payment processed
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | ACH payment is successfully processed |
| Subject: | ACH payment processed for {{ product_name }} |
| Header: | Your ACH payment for {{ product_name }} was successful |
| Body: | Your ACH debit payment was successful. Your payment details are below, and a receipt is attached. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Payment Receipt |
ACH payment processing
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | ACH payment processing initiated |
| Subject: | ACH payment processing for {{ product_name }} |
| Header: | Your ACH payment for {{ product_name }} is processing |
| Body: | Your ACH debit payment is processing. Below are your payment details. A follow-up email will be sent when your payment is successfully processed. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Credit card upcoming expiration
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Credit card on file will expire within two months |
| Subject: | Action required: Credit card expiring soon |
| Header: | Your credit card will expire soon |
| Body: | The credit card on file for {{ product_name }} will expire on {{ expiration_date }}. Please update your payment information by clicking the button below to ensure future payments are processed. |
| Button: | Update payment information |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Credit card payment failure
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Credit card payment failure |
| Subject: | Action required: Payment failed for {{ product_name }} |
| Header: | Credit card payment failure for {{ product_name }} |
| Body: | Your payment for {{ product_name }} has failed. Please click the button below to update your payment information and reprocess your payment. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | Update payment |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Credit card payment success
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Credit card payment successfully processed |
| Subject: | Credit card payment processed for {{ product_name }} |
| Header: | Your credit card payment for {{ product_name }} was successful |
| Body: | Your credit card payment was successful. Below are your payment details, and a receipt is attached. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Receipt |
Renewal ACH payment failure
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Order renewal ACH payment failure |
| Subject: | Action required: Payment failed for {{ product_name }} renewal |
| Header: | ACH payment failure for your {{ product_name }} renewal |
| Body: | Your payment for your {{ product_name }} renewal has failed to process. Please click the button below to update your payment information and reprocess your payment. |
| Button: | Update payment information |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Renewal ACH payment processed
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Order renewal ACH payment is successfully processed |
| Subject: | ACH payment processed for {{ product_name }} renewal |
| Header: | Your ACH payment for your {{ product_name }} renewal was successful |
| Body: | Your ACH debit payment was successful. Your payment details are below, and a receipt is attached. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Payment Receipt, Order Form |
Renewal ACH payment processing
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Order renewal ACH payment processing initiated |
| Subject: | ACH payment processing for {{ product_name }} renewal |
| Header: | Your ACH payment for your {{ product_name }} renewal is processing |
| Body: | Your ACH debit payment is processing. Below are your payment details. A follow-up email will be sent when your payment is successfully processed. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Renewal credit card payment successful
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Order renewal credit card payment successfully processed |
| Subject: | Credit card payment processed for {{ product_name }} renewal |
| Header: | Your credit card payment for your {{ product_name }} renewal was successful |
| Body: | Your credit card payment was successful. Below are your payment details, and a receipt is attached. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Payment Receipt, Order Form |
Subscription Lifecycle
Share link to active order
| Sent from: | noreply@salesbricks.com |
| Received by: | Your nominated email |
| Triggered by: | Customer shares an order at checkout |
| Subject: | Link shared: Your {{ product_name }} order |
| Header: | A link to your {{ product_name }} order has been shared with you |
| Body: | {{ buyer_name }} has shared order {{ order_code }} for {{ product_name }} with you. Click “Go to order” to view. |
| Button: | Go to order |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Renewal order completed (order form)
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Order renewal is completed via order form |
| Subject: | {{ product_name }} renewal confirmation |
| Header: | {{ product_name }} renewal confirmation ({{ order_code }}) |
| Body: | Your order renewal for {{ seller_name }} {{ product_name }} is complete. A copy of your executed order form is attached. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Order form signature required
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated signatory |
| Triggered by: | Customer specifies an alternative signatory |
| Subject: | Action needed: Sign for your {{ product_name }} order |
| Header: | Your signature is needed to complete your {{ product_name }} order |
| Body: | Your signature has been requested on order #{{ order_code }} for {{ product_name }}. Click the button below to view the order and sign. |
| Button: | Go to order |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Upcoming auto-renewal
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Auto-renewal occurs in {{ X }} days |
| Subject: | Upcoming auto-renewal for {{ product_name }} |
| Header: | Your {{ product_name }} order will auto-renew on {{renewal date}} |
| Body: | Your subscription for {{ product_name }} will automatically renew on {{renewal date}} for ${{renewal amount}}. No further action is required |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Subscription terminating
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Subscription is scheduled to terminate |
| Subject: | Your {{ product_name }} subscription is terminating |
| Header: | Your {{ product_name }} subscription is terminating |
| Body: | Your {{ product_name }} subscription with {{ seller_name }} is scheduled to end on {{ termination_date }}. What this means: Your subscription will remain active until {{ termination_date }} No new charges will be generated after this date You’ll retain access through the end of your billing period If this change was unexpected, you can review your subscription below. Order details: Order number {{ order_number }} Termination date {{ termination_date }} |
| Button: | View Subscription |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Subscription paused
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Subscription is paused |
| Subject: | Your {{ product_name }} subscription has been paused |
| Header: | Your {{ product_name }} subscription with {{ seller_name }} has been paused |
| Body: | What this means: No new invoices will be issued while your subscription is paused. If this pause was unexpected or you need to make changes, please reach out to {{ seller_name }}. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Subscription resumed
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Subscription is resumed |
| Subject: | Your {{ product_name }} subscription has been resumed |
| Header: | Your {{ product_name }} subscription with {{ seller_name }} has been resumed |
| Body: | What happens next: {{ if resume_billing_date }}Billing will continue on {{ resume_billing_date }}.{{ else }}Billing will continue based on your existing agreement.{{ endif }} |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Order completed (electronic)
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Order is completed via ACH or credit card |
| Subject: | {{ product_name }} order confirmation |
| Header: | {{ product_name }} order confirmation ({{ order_code }}) |
| Body: | Your order for {{ seller_name }} {{ product_name }} is complete. A copy of your executed order form is attached. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Order form receipt PDF |
Order completed (order form)
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s nominated point of contact |
| Triggered by: | Order is completed via order form |
| Subject: | {{ product_name }} order confirmation |
| Header: | {{ product_name }} order confirmation ({{ order_code }}) |
| Body: | Your order for {{ seller_name }} {{ product_name }} is complete. A copy of your executed order form is attached. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Signed order form PDF |
Order has been shared with customer
| Sent from: | noreply@salesbricks.com |
| Received by: | Your nominated email |
| Triggered by: | Order is shared with customer |
| Subject: | Complete your {{ product_name }} order |
| Header: | Complete your {{ product_name }} order |
| Body: | {{ seller_name || order_owner_name}} has shared order {{ order_code }} for {{ product_name }} with you. Click the button below to complete your order. |
| Button: | Go to order |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: |
Invoicing
Invoice adjustment applied
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Invoice adjustment is applied |
| Subject: | {{ product_name }} invoice adjusted |
| Header: | Your {{ product_name }} invoice has been adjusted ({{ invoice_number }}) |
| Body: | {{ seller_name }} has adjusted your invoice ({{ invoice_number }}). A copy of the adjusted invoice is attached. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Invoice |
Invoice details edited
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Invoice details are edited |
| Subject: | {{ product_name }} invoice updated |
| Header: | Your {{ product_name }} invoice has been updated ({{ invoice_number }}) |
| Body: | {{ seller_name }} has updated details on your invoice ({{ invoice_number }}). A copy of the new invoice is attached. |
| Button: | |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Invoice |
Invoice past due
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Invoice has not been paid on due date |
| Subject: | Payment past due for {{ product_name }} ({{ invoice_number }}) |
| Header: | Your {{ product_name }} invoice is past due ({{ invoice_number }}) |
| Body: | Your payment for invoice ({{ invoice_number }}) for {{ product_name }} is past due as of {{ payment_due_date }}. To make a payment and avoid service disruptions, follow the instructions on the attached invoice or click the button below. |
| Button: | Make a payment |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Invoice |
New invoice is available
| Sent from: | noreply@salesbricks.com |
| Received by: | Your buyer’s accounts payable team |
| Triggered by: | Invoice is generated |
| Subject: | {{ product_name }} invoice {{ invoice_number }} |
| Header: | Your {{ product_name }} invoice ({{ invoice_number }}) |
| Body: | Attached is your invoice for {{ product_name }}. To make a payment, follow the instructions on the attached invoice or click the button below. |
| Button: | Make a payment |
| Footer: | Have questions? {{ support_email }} Talk to sales {{ sales_email }} |
| Attachments: | Invoice, Order Form |