Include Attachment Setting
This template gives you the option of whether or not to include the PDF invoice as an attachment to the email.
If enabled, it also includes settings for how far in advance you would like the notification to be delivered. You can specify different notice periods for monthly vs. annual subscriptions.
Some notes about these settings:
- If the email is enabled, you must enable and configure at least one of the frequency settings. You will receive an error if you attempt to enable the email if both of the frequency settings are not enabled.
- If you enable one of the notifications and your customers have invoices which are due to be posted in less # of days than the notification period, they will still receive the notification email, but the %ProjectedInvoice.EstimatedDaysBeforeBillingDate%value will reflect the actual number of days between the date of the email and the expected posting date. For example, if your notification period is 7 days but a customer is due to have an invoice in 5 days, the email will say "5 days".
- Emails will only be sent once per projected invoice. For example, if it was originally sent on a notification 7 days before, and then the notification is changed to become 10 days before, it will not be sent again.
Send $0 Invoices Setting
This setting can be disabled if you do not want to send upcoming billing notifications to customers whose invoices are $0. Note that this is an account-wide setting.
Subject: Upcoming Billing Notification
Dear %Customer.FirstName% %Customer.LastName%,
Your service with %Account.CompanyName% is scheduled to be recharged for %ProjectedInvoice.AmountDue% in %ProjectedInvoice.EstimatedDaysBeforeBillingDate% days on %ProjectedInvoice.EstimatedBillingDate%
All charges reflect current settings as of %Today% and are subject to change prior to posting date.
Sample Output – would include attached PDF invoice if selected
Upcoming Billing Notification
Dear John Doe,
Your service with DSM Enterprises is scheduled to be recharged for $9.99 USD in 5 days on 2015-11-25.
All charges reflect current settings as of 2015-11-20 and are subject to change prior to posting date.
Please reference your Account Number: 1056713 should you need to contact us.
Thank you, we appreciate your business.