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For every draft, verify:
  • Customer name is correct and properly formatted (not in ALL CAPS).
  • Invoice numbers, amounts, and due dates are accurate.
  • Tone is appropriate for this customer and stage.
  • The recipient is the right contact.
  • Attached invoice PDFs are the correct documents.
If the invoice was already paid or the draft is no longer relevant, discard it instead of sending.
Yes — drafts are fully editable. You can change the body, adjust the recipient, add CC/BCC, attach files, insert hyperlinks, and even apply a different email template from within the draft editor. Click Send when satisfied. Sent emails appear under the Sent section of your Collections Inbox.
You can initiate outreach manually from several places:
  • Collections Inbox — compose a new email from scratch.
  • Customer page — click the email icon at the top.
  • Invoice page — select one or more invoices and click Email to reference them.
You can apply any existing template to a manually started email.
Cross-customer protection If you accidentally select invoices from two different customers, Stuut will block the send to prevent you from sharing one customer’s information with another.
Automated outreach goes to the primary contact on file. You can:
  • Override the recipient in the draft before sending.
  • Add new contacts on the customer’s profile and set a different one as primary.
  • Use a placeholder name + general inbox email if no specific person is on file.
Note Contact changes made in Stuut do not flow back to your ERP — update both systems if you need consistency.
Every Stuut email is based on a template tied to a workflow stage. Templates mix fixed copy with dynamic fields like {{customer_name}}, {{invoice_amount}}, {{due_date}}, and {{portal_url}}. When the email is generated, those placeholders are replaced with real customer data pulled from your ERP. Admins manage templates in the Control Center.