Correspondence templates control the format and content of emails and letters sent from Re-Leased. Templates are shared across all your companies; headers and footers can be customised per company for separate branding.
How to Access Correspondence Templates
Navigate to Settings > Communications > Templates.
How to Create a New Template
Click Create a new correspondence template.
Select a template type — this determines where the template can be used and which merge fields are available.
Enter the Title (shown in selection lists), Subject (email subject line), and message body.
Use the toolbar to format the body and insert Merge Fields to personalise content.
Click Preview to check the layout using sample data, then Save.
Click a template title to edit it. Use the Archive option to deactivate templates no longer needed.
Template Types
General Template — sending emails from a contact file or to groups from the Contacts page.
Inspection Notice Template — used for Inspection Notice Rules, sent via Dashboard.
Outgoings Invoice Template — automatically emailed with an invoice from an Outgoings Template.
Owners Statement Template — for landlord statement emails (Client/Trust Accounting).
Quote Request Template — for sending quote requests with an online quote link.
Remittance Advice Template — for creditor remittance advice emails (Client/Trust Accounting).
Arrears Templates — for overdue invoice notifications from the Arrears hub.
Rent Invoice Template — for automatically emailed rent invoices.
Repeating Invoice Template — used when a repeating invoice is emailed automatically.
Work Order Template — for work order emails.
Available Merge Fields by Template Type
General (all types)
Current Date, Company Address, Company Name, Contact Address, Contact Email, Contact First/Last/Full Name, Contact Mobile, Contact Telephone, Sender Contact Mobile/Phone/Email/First/Last Name, Work Order Disclaimer.
Remittance
Invoice Number, Payment Total.
Quote Requests
Quote Link, Manager First/Last Name, Manager Email, Tenancy Contacts.
Inspection Notices
Inspection Date, Inspection Start/End Time, Days Until Inspection, Property Address, Manager First/Last Name, Manager Email.
Repeating Invoices
Invoice Number, Total Invoice Amount, Invoice Balance, Invoice Due Date, Manager First/Last Name, Manager Email.
Rent Invoices
Invoice Number, Property Name, Property Address, Total Invoice Amount, Invoice Balance, Invoice Due Date, Invoice Reference, Tenancy Name, Occupied Area, Manager First/Last Name, Manager Email.
Rent Arrears
Due Date, Days in Arrears, Amount Due, Date Paid To, Part Payment Amount, Invoice Summary, Property Address, Property Name, Manager First/Last Name, Manager Email, Unallocated Credits, Tenancy Ledger Balance, Tenancy Name, Total Arrears Position, Occupied Area.
Non-Rent Arrears
Due Date, Days in Arrears, Amount Due, Invoice Summary, Property Address, Property Name, Manager First/Last Name, Manager Email, Unallocated Credits, Tenancy Ledger Balance, Tenancy Name, Total Arrears Position, Occupied Area.
Rent and Non-Rent Arrears
All Rent Arrears fields plus Rent Amount Due, Non-Rent Amount Due, Total Amount Due.
Work Orders
Manager First/Last Name, Manager Phone/Mobile/Email, Maintenance Type, Work Order Number, Contractor Name, Area of Property, Property Name, Property Address (individual fields), Property Owner Name, Tenancy Name, Tenancy Contacts, Tenancy Contact Name/Address/Email/Phone/Mobile.
Outgoings Invoices
Invoice Number, Property Name, Property Address, Total Invoice Amount, Invoice Balance, Invoice Due Date, Invoice Reference, Tenancy Name, Occupied Area, Manager First/Last Name.
Owners Statement
Current Date, Company Address/Name, Contact fields, Ledger Name, Month, Property Address*, Property Name*, Property Owner Business Number/Email/First Name/Last Name/Name/Phone/Physical Address/Postal Address/Tax Number, Sender fields, Work Order Disclaimer, Year. (*Not compatible with Combined Statement For All Ledgers — Residential.)
Financial Summary Report
Property Name, Property Manager Name, Manager Email.
Rent Reviews
Company Address/Name, Contact fields, Current Date, Future Term Start Date, New Annual Rent Amount, Occupied Area, Old Annual Rent Amount, Property Address/Name/Manager Name/Manager Email, Property Owner fields, Rent Review Completed Date, Review Date, Review Type, Sender fields, Tenancy Name, Work Order Disclaimer.