Peak Helpdesk / Template
Someone disputing an invoice wants to know whether it is right. The template names the invoice number and the line, says what is being checked and explains or corrects. You enter amounts yourself as placeholders.
For which request?
Change the subject. The ticket card next to it reacts instantly.
Edit all texts and details ↗Test the ticket card directly ↗
Peak HelpdeskLocal demo with sample dataHi [name], thanks for pointing out the line “[line]” on invoice [number]. We are checking it with [team]. You will have an answer by [date].
Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.
Your draft
JSON file for your local draft. Not an import into Peak Helpdesk.
01 / Anatomy of the reply
The subject names the invoice. The text refers to exactly one line so nothing gets mixed up. The next step says whether a correction is coming.
Your question about invoice [number]
Hi [name], thanks for pointing out the line “[line]” on invoice [number]. We are checking it with [team]. You will have an answer by [date].
Request → Details → ReplyThe subject says in one line what the ticket is about. The ticket number is added in front of it later.
Create the check as a Peak Task task on the ticket.
Test it in the ticket card directly above.
02 / Three outcomes
Being checked, correct as is or being corrected: choose the outcome of your check and adjust the line.
Another example replaces the current demo draft.
Clarify first, then answer.
„Your question about invoice [number]“
5 details · Company + Reply dueThe invoice is correct.
„Explanation of invoice [number]“
4 details · CompanyThe invoice will be reissued.
„Correction of invoice [number]“
5 details · Company + Reply due03 / Move on deliberately
Download your draft locally or copy it. In Peak Helpdesk you write the reply in the ticket. It goes out through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.
Your request, your details and your reply — as one connected draft.
Please fill in the draft texts before you take them along.
Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.
No. You correct invoices where you write them, for example in Peak Billing. The ticket records question, answer and follow-up task.
Because they depend on your invoice. You enter amounts yourself as placeholders.
From the ticket through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.
No. Everything stays in your browser. No ticket and no e-mail is created. A file only exists if you download it yourself.
