You can enable an Email Series for use with your Scheduler Appointments and Invoices in the respective product’s settings.
Invoicing
You are now able to automatically send emails to your invoiced clients to remind them of their invoice’s due date, an outstanding balance, or to send a follow-up message after the invoice balance has been paid. You will find the Email Automation Series selection in the third step of the invoice creation process, the same step where the invoice’s due date, payment schedule, and the shipping method are configured. You can also link an email series to an invoice that has already been sent by clicking on it from your list of invoices and then clicking on the new “email automation” tab.
Important Note:
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Automated emails are sent out once a day at 9 AM based on your account’s time zone.
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Contacts will only receive each email in a series once per event, invoice, or appointment.
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Only emails that match the recipients, actions, and dates criteria will be sent out.
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Updates to existing emails in a series may affect future automation and related tracking data.
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