Question asked by Kevin Gaunt 9 years ago
Hi
I want to send one customer a copy of a recurring invoice automatically. Could you explain the method please.
I can see how to send all invoices created to all customers and the text says that individuals can be 'opted-out', but it doesn't say how. Also, I don't want to set it globally for all customers and then opt them all out except this one.
Thank you in advance.
Hi Kevin,
Once you enable the Auto sender on the Sales>Email>Settings menu this will opt in all the customers you have on your account (at that time) by default.
Unfortunately at the moment there are no global opt in/out settings after this initial step. You can only opt in/out customers manually using the guide below:
https://www.clearbooks.co.uk/support/guides/email-sales/customer-email-reminder-settings/
The Auto sender setting itself will send an email to a customer as soon as an invoice has been created to let them know just that.
You can create a recurring template on the Sales>Invoices>Recurring menu. This template will generate a new invoices each week/month/year/etc. Once a new invoice is generated an email will be sent to your customer automatically as long as the Auto sender is enabled.
https://www.clearbooks.co.uk/support/guides/recurring-invoicing/how-to-create-a-recurring-invoice/
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