Payments & Invoicing
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      Edit transactional emails

      Customize the emails sent by the online payments and invoicing tool


      Written by Meredith

      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:

      1. Log in to B12.io and click Payments and Invoicing.
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      2. Create an invoice as you would normally, pausing when you get to the Email section that lists all the templates.
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      3. Click the email template you want to edit.
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      4. 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.
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      5. Click Save.
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      6. 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.