A Correspondence Form Letter Template for Changes to a Scheduled Payment

Overview

Form Letters are correspondence templates that enable you to create standardized messages automatically populated with information from various areas in RMS, including the reservation, guest profile, reservation account, property, and more.

RMS comes with a selection of standard correspondence templates that you can personalize. 
Additional templates are also available HERE for your use.

Information

This Form Letter is intended for use as an Automatically Triggered correspondence when there is a change to a Payment Schedule.

This is to inform the guest of a change to their Payment Schedule and the details of the change. 

Whilst this is a Form Letter Template, once you have saved it in RMS, you can modify the Form Letter to suit your business branding look and feel. 

Form Letter Template Example

This is an example of the Form Letter with its Merge Fields. 

Import Guide

To import this Form Letter Template into your RMS, you will need to download and save the attached .txt file at the bottom of this article. 

Click the  Start Guide  button below to begin the walkthrough.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

In the RMS Side Menu, Navigate to Form Letters

1. Click on Add
   
    
2. Click on Source to access the Source Code. 
   
    
3. Search for and open the downloaded "Template - Scheduled Payment Changes.txt"
4. Copy All the Text in the .txt file
5. Paste the text into the Form Letter
6. Click on Source to view the Form Letter
   
    
7. Add a Description for your reference. 
8. Add a Subject which will be the Subject of the Email when this form letter is sent to the guest. 
9. Save
   

Now you can modify this form letter to suit your business needs, branding, look, and feel. 

Use

It is recommended that you add this form letter to the "On Reservation Amendment" Option of the Payment Schedule Templates.

In the Side Menu of RMS, search for "Payment Schedule Templates"

1. Edit a Payment Schedule Template.
   
    

2. Navigate to Triggers.

3. Select your "Send Correspondence via" option.

4. Select your "Correspondence Template".

5. Save & Exit.
   

This Correspondence Form Letter Template will now be automatically sent whenever there is a change to the Payment Schedule.