Скачать или смотреть How to use Custom Merge Tags in Invoice Email Reminders for Xero

This tutorial shows you how to automatically include outstanding balances, upcoming late fees, and dynamic customer information in your Xero and QuickBooks Online invoice reminders.

What you'll learn:
Setting up automated email reminders for different payment stages.
Using merge tags to personalize emails with customer-specific data.
Including dynamic fields like outstanding balances and overdue amounts.
Adding upcoming penalty warnings to motivate prompt payment.
Configuring professional delivery times and testing templates.

0:00 Introduction to email reminders and merge tags
0:23 Setting up reminder policies in groups
0:51 Creating different reminder types
1:22 Configuring a due date reminder
2:02 Choosing email templates and attachments
2:49 Adding calendar invites to reminders
3:20 Setting business hours delivery
4:13 Editing email templates
4:46 Understanding merge tag formatting
5:05 Advanced merge tags for account information
5:38 Adding upcoming penalty warnings
6:40 Attaching files and signatures
6:48 Testing your email templates
7:06 Managing draft and scheduled reminders
8:01 Summary and final test email review
📧 Questions? Contact support at [email protected]

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