Plan: Available on every plan including trial (Starter).
Templates are the words on each rung. The library groups email copy by tone so ladders stay consistent as invoices age.
Tones you will see
- Friendly — light touch, early nudges.
- Standard — clear professional reminders.
- Firm — direct payment requests; may require approval at send time depending on rules.
- Final — last automated reminder style; often approval-gated in Activity.
There is a large stock set (on the order of 80 templates across the library). Subjects use merge fields such as invoice number, due date, amount, and business name.
Browse templates
- Open Reminders and move to the templates experience (Templates tab or See all templates from a step).
- Filter or scan by tone and Email channel.
- Open a template to read subject and body merge fields.
- Select it for a ladder step or edit a copy for your brand voice.
Channels
Build production processes around Email. Product UI may also show Text (SMS) template groups; text messaging is coming to territories later with no date in this guide. Do not document SMS as a live how-to.
What this does not do
- Opening the library does not send mail.
- Tone labels are product categories, not legal ratings.
- Templates do not turn PayBlah into the collecting party — keep sign-off as your business.