Cartwheel Launch Communications: Client Comms

Last updated: May 4, 2026

Below you'll find email communications you can easily copy and paste to educate, onboard, and successfully implement Cartwheel with your clients.

Not finding what you need? Contact support@cartwheel.io

Resources:

LAUNCH EMAIL #1

Subject: Coming Soon: Streamlined Billing with A/R Automation

Dear [Client’s Name],

We are excited to introduce our new Accounts Receivable (A/R) automation, designed to streamline your billing experience. As part of this upgrade, your invoices will now be available through a secure web-based platform—Cartwheel.

This enhancement will streamline the invoice process with a simple one-click approval.

With this enhancement, you will enjoy:

Simplified workflow - An intuitive and efficient approval process
Real-time access - Instantly view your invoices from anywhere
A user-friendly interface for easier review and tracking
Improved accuracy and faster processing – Reduce manual effort and speed up approvals
Download Capability – Easily download invoices for your records.

This change will take effect on [Add Start Date or Target]. More details will be provided shortly [or by date]. If you have any questions, feel free to reach out to me, or our Client Services Team at [email].

We appreciate your partnership and look forward to making the invoice process even more efficient!

Stay tuned for more details, images, and the official launch date. Thank you for your continued trust and partnership.

Best regards,

Team Member Name

Team Member Title

LAUNCH EMAIL #2

Subject: Simple, Easy Approvals with A/R Automation

Hi [First Name],

You’ve heard from us about the new Accounts Receivable (A/R) automation process through Cartwheel. One of the key benefits that you’ll immediately experience is the quick and easy approval of [Company Name] Invoices.

With the intuitive workflow, you’ll be able to view, approve, or reject, and pay invoices in one place at the touch of a button, saving you valuable time.

As a reminder, this change will take effect on [Add Start Date or Target]. Stay tuned for more details, images, and the official launch date. If you have any questions, feel free to reach out to our Client Services Team or me at [email].

Thank you for your continued trust and partnership.

Best regards,

Team Member Name

Team Member Title

LAUNCH EMAIL #3

Subject: [First Name], Digital payments are coming: [Company Name]

Hi [First Name],

Digital payments are a part of our everyday lives. And it’s also an option for [Company Name] customers. We’ve partnered with Cartwheel to deliver a streamlined and secure way to pay your invoices online. We want to save you time and let you pay whichever way you prefer.

Thank you for your continued trust and partnership.

Best regards,

Team Member Name

Team Member Title

LAUNCH EMAIL #4

Subject: See how you are trending- Your personalized invoice dashboard

Hi [First Name],

The new invoice experience with Cartwheel gives you real-time access to invoices, trends, and payment history.

Looking for historical receipts and payment history? All your invoice records are stored and can be downloaded from the Cartwheel Client Dashboard.

Thank you for your continued trust and partnership.

Best regards,

Team Member Name

Team Member Title

LAUNCH DAY EMAIL #5

Subject: [First Name], Your New Invoice Experience Is Ready

Hi [Token, First Name],

It’s time! Your new invoice experience with [Company Name] is ready. You’ve heard from us about the great experience and benefits Cartwheel will provide, like a streamlined and secure way to:

✔ View, download your invoices

✔ Make digital payments

✔ View trend insights

It’s time to give it a try. Check out the attached Quick Start Guide for a complete walk-through of your [Company Name] experience on Cartwheel. Then, it’s time to get started!

If you have any questions, feel free to reach out to our Client Services Team or me at [email].

Thank you for your continued trust and partnership.

Best regards,

Team Member Name

Team Member Title

Quick Tips to Plan Your Launch

Choose a familiar sender, like a member of your client services team or a typical accounts payable contact
Plan your timing. We recommend sending your first client communication 1-2 weeks before sending your first invoice. Don't forget to send an internal communication to your client service and cross-functional (i.e., payroll)
Use multiple communication channels. Supplementing your launch communication with a LinkedIn post, website blog post, or a spotlight in a company newsletter or announcements goes a long way in driving adoption and preventing confusion. We have supporting materials for every communication channel; reach out to your primary Cartwheel contact or support@cartwheel.io

Cartwheel Supports Your Communication Strategy

When you are ready to to start communications, Cartwheel will add a social post for you to share and will inquire about other ways we might publicly support your client launch.

Cartwheel Launch Communications: Client Comms

LAUNCH EMAIL #1

LAUNCH EMAIL #2

LAUNCH EMAIL #3

LAUNCH EMAIL #4

LAUNCH DAY EMAIL #5

Quick Tips to Plan Your Launch

Cartwheel Supports Your Communication Strategy

Available Joint Launch Communication Channels