You write the message once and Jarbas fills in each customer's name, amount and date when you send it.
Configurations › Instalments Plan › Message
Write it the way you'd speak to a customer, using the variables where the data should go. For example:
Hi $name, hope you're well! Just a reminder about your $nextDueInstallment instalment, due on $nextDueDateInstallment. Give me a shout if you need anything!
| Variable | What replaces it |
|---|---|
$name |
The customer's first name |
$phone |
Their registered phone number |
$email |
Their registered email |
$balance |
Their account balance |
$totalDue |
The total outstanding across all their orders |
$nextDueInstallment |
The amount of the next instalment due |
$nextDueDateInstallment |
The date of that next instalment |
Two that commonly trip people up:
$name inserts only the first name, not the full name. That's what reads naturally in a message.$nextDueInstallment is the instalment's amount, not its number.Open the customer in Instalments (or on their record) and tap their WhatsApp number. Jarbas opens the chat with the message ready and the data already filled in.
You can still tweak the text before sending — nothing goes out automatically.
A variable for data the customer doesn't have is replaced with nothing. Use $email on a customer with no email on file and the message comes out with a gap mid-sentence.
So build your message from what you always fill in: name, amount and date are usually enough.
Jarbas replaces the exact text. $name works; $Name or $ name don't.
The safest way is to copy them from the Variables list shown just below the message field — that text is selectable.
A good collection message is short, states the amount and the date, and ends leaving room for the customer to reply. Long and formal usually gets ignored; blunt reads as a threat.