Paid Invoice System Email Not being Sent out

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Scott3487
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Paid Invoice System Email Not being Sent out

Post by Scott3487 »

It looks like Our "System Email" for "Invoice Paid" is not being sent out after a non-recurring or non-membership invoice is paid for a one time invoice.

Here are a couple of screenshots of email history for a couple of our clients that paid their invoice through the contract system. It looks like they are only receiving the "System Email Invoice" email after they have already paid.
Screen Shot 2021-02-12 at 1.14.01 PM.png
Screen Shot 2021-02-12 at 1.14.01 PM.png (51.17 KiB) Viewed 1217 times
Screen Shot 2021-02-12 at 1.13.02 PM.png
Screen Shot 2021-02-12 at 1.13.02 PM.png (53.57 KiB) Viewed 1217 times
This is important because we would like there to be a confirmation of payment sent to the client and we would like to include next step instructions in that email.
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Dave
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Re: Paid Invoice System Email Not being Sent out

Post by Dave »

The "System Email Invoice" is serving a dual purpose when it detects that the order has been paid it will state "Paid in full" at the bottom and can optionally show the last 4 digits of the card used for payment (by adjusting the invoice template - contact AllProWebTools Support for assistance)

We recommend including your "next step" instructions in the "System Email Invoice", or you can create a marketing campaign that triggers based on a product purchased (or category of products purchased) to send an email with next step instructions.

The "Invoice Paid" system email is only sent when the payment occurs after the invoice has been created and emailed to the client. When sending an estimate to a client, the invoice is generated simultaneous to the payment being accepted. This approach was taken to reduce the number of emails sent to a client that may cause client confusion or frustration.
Scott3487
Posts: 83
Joined: Tue Sep 10, 2019 1:57 pm
Website: www.scottcoxconsulting.com

Re: Paid Invoice System Email Not being Sent out

Post by Scott3487 »

Thank you for the explanation, we will make the updates.

It would be nice to have a separate email that goes out just when any one time invoice is paid as we do not want people going to our next steps until they have paid.
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