Auto sending invoices - how does this work?

Question asked by Julie McNeil 3 months ago

In customer email settings there are opt in/out options for sending unpaid invoices, reminders and chasers.

How does this work for the unpaid invoices? Where I've got an unpaid invoice with a future date and selected opt in for this customer, I expected the invoice to be automatically sent on the date of the invoice but it didn't and the first email the customer received is reminder due soon email.

Have I misunderstood the use of this feature?

invoices
AutomatedEmails
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Hi Julie,

To enable the auto emailing options, you must head to Contacts > Emails > Email settings. The customer email settings is only applicable if the global email settings are enabled.

Once enabled, the auto sending unpaid invoices will send on the invoice date + the number days to wait before sending and all unpaid invoices that have not already been manually sent dated in the past.

Tommy

Best answer
1 month ago

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