Plan: Available on every plan including trial (Starter).
Stock copy is a starting point. Most teams tweak names, payment instructions, and tone to match how they already email customers.
Edit in place
- Open Reminders → templates or edit a step’s message from the ladder.
- Click into the subject or body field.
- Change wording. Keep merge fields intact when you still want dynamic invoice data (for example invoice number and amount).
- Click outside the field (blur). The product saves on blur — you should not need a separate global Save for that field.
After save, later sends of that template use the new copy. Already-sent log lines stay as historical.
Good practice
- Say who you are and which invoice you mean in the first lines.
- Include how to pay or that a payment link is available when you use that feature.
- Avoid threatening language. Stay factual about amount and due date.
- Remember you are the sender; do not imply a third-party collector is writing.
Restore defaults
Ladders offer restore default rungs / restore stock library actions when you need to undo deep customisation. Use them only if you are ready to lose local edits.
What this does not do
- Editing does not resend old reminders with new text.
- It does not change quiet hours or day offsets — those are sequence settings.