Emailing recurring invoices

Question asked by Tony Stafford 10 years ago

Hoped recurring invoices would automatically be emailed to the customer by the system when generated. This didn't happen. Is it possible?

1 Reply

Hi Tony,

Yes this is possible - just head to Sales>Emails >Settings and tick the check box to Enable auto sender:

file

Toggling this on will opt all your customers in to receiving an email as soon as an invoice is generated either manually or automatically from a recurring template.

If you have this setting enabled already just make sure the customer in question is opted in to the setting:

https://www.clearbooks.co.uk/support/guides/email-sales/customer-email-reminder-settings/

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