Once your client submits a payment or authorization on their invoice, you can elect to send them an email immediately after they submit the payment!
How to set the confirmation email
Set a default
To save time, you can set a default confirmation email template to be sent for each payment and authorization submission. Navigate to Settings->Automation, and at the bottom of the settings page, select or update your confirmation email as highlighted below:
Per invoice
When manually creating each invoice, you can select the email template for the confirmation your client will receive upon submitting a payment or authorization. Scroll down to the invoice settings area and choose your template from the dropdown menu shown below:
| 💡 Consider creating a custom confirmation email template tailored to clients submitting payments on direct invoices or authorizations on supplier invoices. To begin, visit Templates -> Email and create an email template. If you need guidance, refer to this guide for instructions. |
Comments
2 comments
Just for clarification, on a supplier invoice this will send them an email when the client authorizes a payment and not when the travel agent marks the payment as Paid? I would prefer the latter in my opinion
Hi Brendan, you are correct! This can send an email notifying the client that they successfully submitted their authorization, and then once you mark the payment as paid you can send the client another email with the payment receipt. :)
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