When you send an invoice to your client, they are automatically enrolled in a sequence of emails tailored to different circumstances related to the invoice. These emails are triggered by various events such as recurring billing, client enrollment in auto-pay, payment status, and more.
Here's a breakdown of the emails your client might receive:
New Invoice: The initial email containing the invoice details.
Payment Reminder: Sent three days before the invoice due date, reminding the client to pay.
Invoice Due Soon: Sent the day before the invoice due date.
Invoice Overdue: Sent the day after the invoice due date if payment hasn't been received.
Auto-Payment Success: Sent when the client enrolls in auto-pay successfully.
Payment Success: Sent when the client pays the invoice without using auto-pay.
Auto-Payment Failure: Sent if the client is enrolled in auto-pay, but the payment fails.
Payment Failure: Sent if the client attempts to pay, but the payment fails.
Auto-Pay Turned On: Sent when auto-payment for a recurring invoice is activated.
Auto-Pay Turned Off: Sent when auto-payment for a recurring invoice is deactivated.
Payment Method Added: Sent after adding a payment method for a recurring invoice.
Payment Method Removed: Sent after removing a payment method for a recurring invoice.
Invoice Cancellation: Sent after an invoice is canceled.
These automated emails ensure timely communication and help you stay updated on your invoicing status effortlessly.
These emails are customizable by doing the following:
Log in to B12.io and click Payments and Invoicing.
Create an invoice as you would normally, pausing when you get to the Email section that lists all the templates.
Click the email template you want to edit.
Under Content, edit the email. The email will have "smart tokens", such as "Client name", "Business name" and "Invoice number" in purple text. Where there is a smart token, the email will be automatically personalized with the client's information. If you'd like to add a smart token to an email, click the </> icon under the text box.
Click Save.
To finish creating and sending the invoice, click Create invoice to go back to the invoice screen in the top-left corner.
If you need help editing your transactional emails or have any additional questions, email hello@b12.io.