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Growth Suite: Client Emails

Updated on July 28th, 2022

Curious about the emails your clients will receive? We’ve got you covered! Select from the list below to see what the corresponding email looks like from your client’s perspective.



Scheduled payment


Payment past due


Past due payment (payment method issue)


Payment received


Invoice needs approval


Invoice needs approval (new client)



Pending proposal (existing client)


Client Report ready to view


Subscription updated


Subscription updates next cycle


Subscription ended/cancelled


Subscription ends next cycle


Email address update


SCA – card needs authentication (European clients only)


SCA reminder (European clients only)


Create Portal login


Portal password reset:

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