Lendware

Billing Operations Map

Team: 1 Controller, 1 Rep

Tech: Stripe, QuickBooks, HubSpot

Email Templates

Pre-written customer communications for common billing scenarios

welcomeWelcome to Lendware! Your account is ready.
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Subject

Welcome to Lendware! Your account is ready.

Body

Hi [Customer Name],

Welcome to Lendware! We're excited to have you on board.

Your account is now active and ready to use. Here's what to do next:

1. **Log in to your account:** [Login Link]
2. **Join your onboarding call:** [Onboarding Call Link - Scheduled by Heather's team]
3. **Complete your profile setup:** [Link to Onboarding Checklist]

If you have any questions or need help getting started, just reply to this email or reach out to our support team at [email protected].

Thanks for choosing Lendware!

Best,  
Heather's Implementation Team  
Lendware
expansionYour Lendware account has been upgraded
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Subject

Your Lendware account has been upgraded

Body

Hi [Customer Name],

Great news! We've added [X] seats to your Lendware account.

**Updated Details:**
- New seat count: [Y] seats
- Prorated charge: $[Amount]
- Effective date: [Date]

You can start adding new team members right away: [Link to User Management]

Your updated invoice is attached. If you have any questions, just reply to this email.

Thanks for growing with Lendware!

Best,  
Claudio  
Lendware Billing Team
contractionYour seat reduction has been scheduled
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Subject

Your seat reduction has been scheduled

Body

Hi [Customer Name],

We've received your request to reduce your Lendware seats from [X] to [Y].

**Important:** This change will take effect on your next renewal date: **[Renewal Date]**.

Until then, you'll continue to have access to [X] seats. On [Renewal Date], your subscription will automatically adjust to [Y] seats and your billing will be updated accordingly.

If you have any questions or need to make changes, just reply to this email.

Thanks,  
Claudio  
Lendware Billing Team
renewal_reminderYour Lendware subscription renews on [Renewal Date]
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Subject

Your Lendware subscription renews on [Renewal Date]

Body

Hi [Customer Name],

This is a friendly reminder that your Lendware subscription renews on **[Renewal Date]**.

**Current Plan Details:**
- Seat count: [X] seats
- Billing frequency: Annual (paid annually)
- Renewal amount: $[Amount]

You'll receive an invoice 30 days before your renewal date. If you'd like to make any changes to your plan (add or remove seats, change billing frequency, etc.), just let us know.

Thanks for being a valued Lendware customer!

Best,  
Claudio  
Lendware Billing Team

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NOTE: This email is REQUIRED by law and contract. Proof of sending is logged for dispute protection.
payment_failedAction required: Your Lendware payment failed
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Subject

Action required: Your Lendware payment failed

Body

Hi [Customer Name],

We tried to process your Lendware payment, but it didn't go through.

**What happened:** [Failure reason: declined card / insufficient funds / expired card / ACH rejection]

**What to do:** Please update your payment method here: [Payment Link]

We'll automatically retry your payment in a few days. If you have any questions or need help, just reply to this email.

Thanks,  
Claudio  
Lendware Billing Team
payment_urgentUrgent: Your Lendware account will be suspended soon
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Subject

Urgent: Your Lendware account will be suspended soon

Body

Hi [Customer Name],

We've tried multiple times to process your Lendware payment, but it continues to fail.

**Action required:** Please update your payment method immediately to avoid suspension of your account: [Payment Link]

If we don't receive payment soon, your account will be suspended and you'll lose access to Lendware.

If you need help or have questions, please reply to this email or call us at [Phone Number].

Thanks,  
Claudio  
Lendware Billing Team
churn_offboardingWe're sorry to see you go
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Subject

We're sorry to see you go

Body

Hi [Customer Name],

We've received your request to cancel your Lendware subscription.

**Your account will remain active until [End of Billing Period].**

Before you go, here's how to export your data: [Data Export Link]

If you change your mind or have any questions, just reply to this email. We'd love to have you back.

Thanks for being a Lendware customer!

Best,  
Support Team  
Lendware
refund_approvedYour Lendware refund has been processed
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Subject

Your Lendware refund has been processed

Body

Hi [Customer Name],

We've processed your refund of **$[Amount]**.

You should see the refund in your account within 5-10 business days, depending on your bank.

If you have any questions, just reply to this email.

Thanks,  
Claudio  
Lendware Billing Team
contractionYour seat reduction has been scheduled
Click copy to use this template

Subject

Your seat reduction has been scheduled

Body

Hi [Customer Name],

We've received your request to reduce your Lendware seats from [X] to [Y].

**Important:** This change will take effect on your next renewal date: **[Renewal Date]**.

Until then, you'll continue to have access to [X] seats. On [Renewal Date], your subscription will automatically adjust to [Y] seats and your billing will be updated accordingly.

If you have any questions or need to make changes, just reply to this email.

Thanks,  
[Rep Name]  
Lendware Team
renewal_noticeYour Lendware subscription renews on [Renewal Date]
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Subject

Your Lendware subscription renews on [Renewal Date]

Body

Hi [Customer Name],

This is a friendly reminder that your Lendware subscription renews on **[Renewal Date]**.

**Current Plan Details:**
- Seat count: [X] seats
- Billing frequency: Annual (paid annually)
- Renewal amount: $[Amount]

You'll receive an invoice 30 days before your renewal date. If you'd like to make any changes to your plan (add or remove seats, change billing frequency, etc.), just let us know.

Thanks for being a valued Lendware customer!

Best,  
[Rep Name]  
Lendware Team
payment_urgentUrgent: Your Lendware account will be suspended soon
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Subject

Urgent: Your Lendware account will be suspended soon

Body

Hi [Customer Name],

We've tried multiple times to process your Lendware payment, but it continues to fail.

**Action required:** Please update your payment method immediately to avoid suspension of your account: [Payment Link]

If we don't receive payment within the next 7 days, your account will be suspended and you'll lose access to Lendware.

If you need help or have questions, please reply to this email or call us at [Phone Number].

Thanks,  
[Rep Name]  
Lendware Team
churn_offboardingWe're sorry to see you go
Click copy to use this template

Subject

We're sorry to see you go

Body

Hi [Customer Name],

We've received your request to cancel your Lendware subscription.

**Your account will remain active until [End of Billing Period].**

Before you go, here's how to export your data: [Data Export Link]

If you change your mind or have any questions, just reply to this email. We'd love to have you back.

Thanks for being a Lendware customer!

Best,  
[Rep Name]  
Lendware Team
refund_approvedYour Lendware refund has been processed
Click copy to use this template

Subject

Your Lendware refund has been processed

Body

Hi [Customer Name],

We've processed your refund of **$[Amount]**.

You should see the refund in your account within 5-10 business days, depending on your bank.

If you have any questions, just reply to this email.

Thanks,  
[Rep Name]  
Lendware Team
Template Variables
Replace these placeholders with actual customer data
[Customer Name]Customer's first name or full name
[Rep Name]Your name or team member's name
[Amount]Dollar amount (e.g., $500)
[X] / [Y]Seat counts (current/new)
[Date]Specific date (e.g., March 15, 2026)
[Link]URL to relevant resource