Customer communications
Templates
Invoice, offer, email, portal, notification, cancellation and implementation templates with reusable variables.
Template families
Invoice PDF template
1 configured
Offer template
1 configured
Email templates
1 configured
Customer portal messages
1 configured
Notification templates
1 configured
Cancellation policy text
1 configured
Implementation customer messages
1 configured
Variables
Reusable placeholders in customer-facing and internal templates.
{{customerName}}
{{invoiceNumber}}
{{dueDate}}
{{amountDue}}
{{paymentLink}}
{{offerNumber}}
{{firstInvoiceDate}}
{{serviceStartDate}}
{{cancellationEffectiveDate}}
{{implementationTaskStatus}}
Powersoft CY invoice
Invoice PDF template - PDF
Configured
Invoice {{invoiceNumber}} for {{customerName}} due {{dueDate}}.
Customer-visible
Commercial offer standard
Offer template - PDF
Configured
Offer {{offerNumber}} includes service start {{serviceStartDate}} and first invoice {{firstInvoiceDate}}.
Customer-visible
Invoice issued email
Email templates - Email
Configured
Subject
Invoice {{invoiceNumber}} from Powersoft365
Amount due {{amountDue}}. Pay securely: {{paymentLink}}.
Customer-visible
Portal payment reminder
Customer portal messages - Portal
Configured
{{customerName}}, invoice {{invoiceNumber}} is due on {{dueDate}}.
Customer-visible
Approval requested
Notification templates - Notification
Configured
Approval requested for {{offerNumber}}.
Internal
Cancellation effective date
Cancellation policy text - Email
Configured
Cancellation effective date: {{cancellationEffectiveDate}}.
Customer-visible
Implementation status
Implementation customer messages - Portal
Configured
Implementation status: {{implementationTaskStatus}}.
Customer-visible