Please be aware before enabling customers for the first time, you need to turn off Stripe’s automated mandate migration email. This can be done from the settings within Stripe.
Workflow 1: Rechargly sends agreements immediately
This workflow is trigged when we migrate and enable the first batch of Recharges on the same day.
Sent immediately when the first batch has been enabled:
Subject: Billing information migrated from [migration source] to Rechargly
Hello [Customer First Name],
This is an automated notification to let you know that [your firm] has migrated your billing information from [migration source] to Rechargly, an automation billing platform hosted by Stripe.
What you need to do
There's no action required on your part! This migration is now complete. Your existing Direct Debit (BECS) details were securely transferred. More information in the table below.
What happens next
Your next invoice for software subscriptions for the amount of $[Invoice Amount] will be debited automatically on your next billing date: [first billing date].
Billing migration details
Migration source [migration source]
Customer name John Doe
Payment method BECS Direct Debit
Account holder name Doe Legal Pty Ltd
Account number ********8382
Why this migration?
[your firm] has adopted Rechargly to handle the payments and reconciliation of all the software subscriptions that they pay on your behalf.
This will save time by allowing them to streamline the disbursement process; bring greater transparency by offering a clearer view of your software subscriptions and costs; and finally, enhanced security by leveraging Stripe's robust payment systems.
If you have any questions regarding this migration, contact [your firm] at [Contact Email].
Workflow 2: Send agreements at a later time
This workflow is trigged when there is more than one day between when you enable the first Recharges and the [first billing date].
Sent immediately:
Subject: Heads up! We're upgrading our payment system
Hey [Customer First Name],
Just a quick heads-up about a behind-the-scenes upgrade we're making to our payment system. We're switching from [migration source] to Rechargly* to manage your Direct Debit (BECS) related to the software we buy on your behalf.
What does this mean for you?
Basically, nothing! Your Direct Debit details will be migrated securely, and your software subscriptions will appear as a separate charge each month.
What happens next?
We're handling the migration seamlessly in the background with the Rechargly team. You'll get a confirmation email around the [DD MMM YYYY] with the subject: "Billing information migrated to Rechargly" once everything's switched over.
If you have any questions about this upgrade, feel free to hit reply and send us an email.
We're always happy to chat!
Cheers,
[Sender Name] from [your firm]
*Rechargly is a billing automation platform that uses Stripe in the background, a top-notch, secure and reliable payment platform.
Sent one day before first billing date
Subject: Billing information migrated from [migration source] to Rechargly
Hello [Customer First Name],
This is an automated notification to let you know that [your firm] has migrated your billing information from [migration source] to Rechargly, an automation billing platform hosted by Stripe.
What you need to do
There's no action required on your part! This migration is now complete. Your existing Direct Debit (BECS) details were securely transferred. More information in the table below.
What happens next
Your next invoice for software subscriptions for the amount of $[Invoice Amount] will be debited automatically on your next billing date: [first billing date].
Billing migration details
Migration source [migration source]
Customer name John Doe
Payment method BECS Direct Debit
Account holder name Doe Legal Pty Ltd
Account number ********8382
Why this migration?
[your firm] has adopted Rechargly to handle the payments and reconciliation of all the software subscriptions that they pay on your behalf.
This will save time by allowing them to streamline the disbursement process; bring greater transparency by offering a clearer view of your software subscriptions and costs; and finally, enhanced security by leveraging Stripe's robust payment systems.
If you have any questions regarding this migration, contact [your firm] at [Contact Email].