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How to automatically email recurring invoice?

Question asked by Jag Karnan 4 years ago

Hi

I have setup a monthly recurring invoice for a customer.

How do I set clearbooks to automatically email to customer once the recurring invoice is created?

Thank you -Jag

4 Replies

Hi both - just one word of warning here if you want to use the auto-send feature, make sure the recurring invoice has no payment details entered.

Many people get direct debits/standing orders from customers and so mark the invoice with the payment details but this never actually records the invoice as unpaid and so cancels the email feature.

Hi both - just one word of warning here if you want to use the auto-send feature, make sure the recurring invoice has no payment details entered.

Many people get direct debits/standing orders from customers and so mark the invoice with the payment details but this never actually records the invoice as unpaid and so cancels the email feature.

Good point Paul. I should've also added:

  1. You have to go into each customer, edit their details, click reminder settings and select opt in from the invoice created notification dropdown.
  2. If you've got unpaid invoices they will be emailed out [I can't remember if it emails all unpaid invoices or just the ones you haven't manually emailed before].

Hi all,

Our system creates the invoice and payment simultaneously. I'd like for each customer to receive a copy of their invoice automatically, can this be achieved?

Best,

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