Configure System to Automatically Email Invoices for Scheduled Billing

Riha Moss

Nov 14, 2024

3302

Save time by configuring your system to automatically deliver, via email, your renewal invoices; however, be cautious!

IMPORTANT: If you wish to automatically email invoices, Invoice before auto-payment may not be enabled which means credit cards set to autopay will be charged on the date that you are creating invoices. If you wish cards to be charged on the renewal date, do NOT enable automatic emails. See Invoice Processing for Stored Payment Profiles for more information.

Enable Automatic Invoice Emails

Click Setup in the left-hand navigation panel.
Click General Settings in the Finance section.
In the Automatic Invoice Emails section:
- Enable the Enable Automatic Invoice Emails setting.
- Select the email Template you wish to use for delivering the invoices. Available templates will be those that you have categorized as “billing finance”.
Click Save.

How it Works

If Use Automated Billing is enabled (see Scheduled Billing Settings in Configure Default Finance Settings) when the invoices are generated, the system will automatically send out the invoices using the email template selected. NOTE: If an email address is not available, the system will place these invoices on the Pending Delivery tab.

NOTE: If the lead time for invoices is set to 30 days, customers WITHOUT Autopay will receive the automatic invoice email 30 days ahead of the next bill cycle date.

If invoices are manually generated from the Upcoming Billing tab the system will prompt you to choose whether you wish to deliver your invoices. If you choose to send, the system will automatically send out the invoices using the email template selected. You will be able to override the invoice template, dates, etc. prior to the system automatically sending the emails. See Manage Invoices for Upcoming (Recurring) Billing for instructions on updating settings. NOTE: If an email address is not available, the system will place these invoices on the Pending Delivery tab.

NOTE: For scheduled billing automated invoice emails, Autopay members will NOT be included in this email thread and will only receive a receipt or failure of payment notice upon payment/next bill date per your Automated Message Settings.