Question asked by Jonathan Smith 10 years ago
Hi, How can I check if a recurring invoice has been emailed to a customer? As this is the first time I've done it, I imagine it hasn't been set up, in which case how do I set this up? Thanks, Jonathan
Hi Jonathan,
To email an invoice on an adhoc basis just click on the envelope icon beside the invoice number:
To send emails automatically for invoices that generate from a recurring invoice template please see the guide below:
Just be aware that when you enable this setting it will opt in all your customers - you can opt out particular customers using the guide below:
https://www.clearbooks.co.uk/support/guides/email-sales/customer-email-reminder-settings/
Best answerHi Jonathan,
Firstly, within the recurring template you will see listed the invoices that have been generated. In order to view if they have been sent out, please navigate to Sales > Emails where you will see a full list of all emails which have been sent out.
Chris
Ok thanks - so given it has not been email out, how do I email this particular invoice and set it up so that future recurring invoices email out automatically? Thanks, Jonathan
Hi Jonathan,
To email an invoice on an adhoc basis just click on the envelope icon beside the invoice number:
To send emails automatically for invoices that generate from a recurring invoice template please see the guide below:
Just be aware that when you enable this setting it will opt in all your customers - you can opt out particular customers using the guide below:
https://www.clearbooks.co.uk/support/guides/email-sales/customer-email-reminder-settings/
Best answerHi Clearbooks,
Could you post new links to instructions for automatically emailing recurring invoices? Your links above currently go to 404 pages.
Cheers!
J
Hi Jack,
This is the guide you need:
Please note that turning on this feature emails all unpaid invoices, not just recurring invoices.
I hope that helps.
All the best.
Thanks Richard,
I think I'll stick with emailing manually until the day we have more control over what kind of email is sent automatically and to who :)
Cheers
Jack
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