--- title: "System Emails for Slate Payments" slug: "system-emails-for-slate-payments" updated: 2026-08-18T19:45:29Z published: 2026-08-18T19:45:29Z canonical: "knowledge.technolutions.net/system-emails-for-slate-payments" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # System Emails for Slate Payments Slate will send automatic emails as they relate to [Slate Payments](/v1/docs/slate-payments) based on a set of triggers. Many of these mailings can be customized, and some emails need to be explicitly configured using Deliver in order to send. This article will detail the content of automatically configured mailings, and the cases in which automatic Slate Payment emails can be customized. For more information on system emails unrelated to Slate Payments, see [Configure Automatic System Emails.](/v1/docs/system-emails) These emails only pertain to the built-in Slate Payments system. Any payment made involving external payment providers will not trigger these automatic emails. ## Contents of automatic Slate Payments emails Slate Payments emails automatically send based on the following triggers. The content of each standard email is outlined below, with merge fields noted by double curly brackets `{{ }}`. ## Successful payment Sent to the payer when a charge succeeds: ```plainText Subject: {{school}} Payment Succeeded                    You have been successfully charged {{amount}} {{currency}} on behalf of {{school}}.                    If you are not the primary account holder, please alert him / her to expect this                    charge. Disputed transactions may cause delays with the processing of your                    application.                    Your reference number for this transaction is {{transaction_id}}.                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}}) ``` ## Checking account payment failed Sent to the payer when a payment from a checking account fails. ```plainText Subject: {{school}} Payment Failure                    Your attempted checking account payment of {{amount}} {{currency}} on behalf of                    {{school}} has failed.                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                 ``` ## Credit card payment failed Sent to the payer when a credit card payment fails. (for recurring Credit Card Payments only / only available for Slate for Advancement) ```plainText Subject: {{school}} Payment Failure                    Your attempted credit card payment of {{amount}} {{currency}} on behalf of {{school}}                    has failed.                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}}) ``` ## Payment refund pending Sent to the payer when a refund is pending. ```plaintext Subject: {{school}} Payment Refund Pending                    You recently made the following online payment to {{school}}:                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                    The amount of {% if currency == 'USD' %}${% endif %}{{amount_refunded}} {% if currency != 'USD' %} {{currency}}{% endif %} is pending refund at this time. ``` ## Payment refunded Sent to the payer when a charge is refunded. ```plainText Subject: {{school}} Payment Refunded                    You recently made the following online payment to {{school}}:                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                    The amount of {% if currency == 'USD' %}${% endif %}{{amount_refunded}} {% if currency != 'USD' %} {{currency}}{% endif %} has been refunded at this time. ``` ## Payment refund failed Sent to the payer when a requested refund has failed, for example because the account no longer exists. ```plainText Subject: {{school}} Refund Failed                    A recent attempted refund of {% if currency == 'USD' %}${% endif %}{{amount_refunded}}{% if currency != 'USD' %} {{currency}}{% endif %} to you has failed. This was associated with an online payment made to {{school}}:                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                    Refund failed for the following reason: {refund_failed_reason}}. ``` ## Payment disputed Sent to the payer when a charge is disputed. > [!WARNING] > 📝 Note > > This notification is separate from (and not related to) notifications that are sent from Slate to the payment processor (Stripe) regarding the submission of dispute evidence. Please see the separate article on Disputes for more details. ```plainText Subject: {{school}} Payment Disputed                    You recently made the following online payment to {{school}}:                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                    Since then, the payer has disputed the charge (i.e., reported it to the bank or credit                    card company as an error). It is possible that the payer did not recognize the charge                    when it appeared on the statement. If that dispute is continued, the payment may be                    automatically refunded and you will not be registered as paid. In order to ensure                    that you are properly credited, please contact the payer and ask them to contact the                    bank or credit card company and verify that the charge was correct (that is, withdraw                    the dispute). ``` ## Payment disputed, won by payer Sent to the payer if a payment was disputed and the payer won the dispute. ```plainText Subject: {{school}} Payment Disputed                    You recently made the following online payment to {{school}}:                    {{date}} -- {% if currency == 'USD' %}${% endif %}{{amount}} {% if currency != 'USD' %} {{currency}}{% endif %} ({{summary}}) using {{payment_type}} (ending with {{last4}})                    The payer disputed this charge with the credit card company or bank, and the dispute                    was decided in the payer's favor. As a result, the payment has been refunded. You will                    need to contact {{school}} and make a new payment. Thank you. ``` ## Transfer to bank account failed Sent to the Slate user if there is a problem transferring collected funds into the external bank account. ```plainText Subject: Slate Payments transfer issue                    An attempted transfer of funds between Slate Payments and your bank account has failed.                    Amount: {{amount}}                    Bank: {{bank}}                    Account ending with: {{last4}}                    Date: {{transfer_date}}                    Error message: {{error}}                    Please contact the Slate Service Desk if you need assistance. ``` ## Account verification failed Sent to the Slate user if there is a problem verifying the Slate Payments deposit account. ```plainText Subject: Slate Payments verification issue                    Your Slate Payment account called {{account_name}} had a verification problem. The                    payment processor (Stripe.com) needs to verify identity information for each account                    to comply with Know Your Customer laws, and they were not able to verify this account.                    Error message: {{error}}                    Please see your Slate Payment accounts for details at                    and please contact the Slate Service                    Desk if you need assistance. ``` ## System templates that can be customized Not all Slate Payment emails can be customized, but several are available as templates to be recreated in Deliver. If there is a corresponding automatic Slate Payments email for that template, the new custom email will replace it: - Successful Payment - Payment Refunded - Checking Account Payment Failed - Credit Card Payment Failed* (**Note:** currently only available for recurring gift payments in Slate for Advancement) - Transfer/Settlement Received* (**Note**: No standard automatic system email exists for this template. If you wish to receive notifications for this trigger, this mailing will need be created in Deliver in order to send.) Other automatic payment emails listed in this article cannot currently be customized. ## Customizing Slate Payments emails To customize a system email, override the default message by creating a new Deliver message in the System folder. When selecting the System folder, the user will be constrained to a list of possible templates (the System emails). By creating a message with one of these templates, the default message is replaced. When editing these messages, the merge fields representing the data available in that message will appear. It is not possible to add additional data or merge fields at this time. To create a custom system mailing: 1. Click **Deliver** in the top navigation bar. 2. Click **New Mailing**. 3. Enter the following configurations in the popup window: - **Name** - Give the mailing a descriptive name. - **Folder** - Select System as the folder. Once this folder is selected, Template will appear as a configuration. - **Template** - Select the template that relates to the purpose of the mailing. - **Key** - Once a template is selected, the key will automatically populate and cannot be edited. 4. Click **Save**. This will bring up the message view where the message content can be edited as desired. > [!CAUTION] > 🔔 Important! > > The presence of a custom Slate Payments mailing will stop the automatic version of the mailing from sending. For instance, when a Deliver mailing with the key of /payment/refunded is saved, the automatic mailing Payment Refunded will be overridden, and the default version will not send. > [!TIP] > ⭐ Best Practice > > Remember to reference Slate Payments when configuring a [Slate Payment](/v1/docs/) account and its related communications. Fully test both standard and custom communications before collecting payments.