You can add automatic emails to be sent when certain events occur such as an overdue invoice. You can apply different templates depending on certain conditions. The following steps walk you through the process of creating an automatic email notification at the account level. These default settings will be applied to every new customer that you create.
Tips
- For more information about email notifications and when to use them, see Email Notifications - Overview.
- To learn about overriding email notifications on a customer-by-customer basis, see Configure Email Notifications at the Customer Level.
To configure an automated email notification at the account level:
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Ensure the default originating email address has been set (see Set the Default Email for Sending Notifications).
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Navigate to Settings > Branding > Outgoing Emails.
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Scroll down to the category containing the Email Notification you wish to configure. Click
to open the settings pane for the selected Email Notification type.
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Turn on Send Emails.
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Verify that the From email information is correct. This data is auto-populated using the information you entered under "Default Email Addresses and Names". If you have not yet provided a default "from" email address, or you wish to update it for all communications, see Set the Default Email for Sending Notifications. If you wish to override the default email address for this email notification, enter the override values in these fields.
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In the Preview section, edit the email Subject and Body to suit your specific needs. Note that both the subject and body can contain merge fields, for example, %Account.CompanyName%. Merge fields pull in actual data when an email is generated. For a complete list of merge fields, see Merge Fields.
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Specify any additional settings or preferences. For example, the Invoice Overdue Email allows you to set a schedule and change which email template to use for each scheduled email.
- For overdue invoices, click Add Template to add additional email templates to increase the severity of the email message. Click Apply.
- Once you have set up your templates, you can schedule them using the schedule section.
- For overdue invoices, click Add Template to add additional email templates to increase the severity of the email message. Click Apply.
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Click Save.
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