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Set and send a payment reminder

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2 comments

  • TTne Johnson

    How do we create an email template with the invoice automatically attached. 

     

    For example, I am trying to encourage clients to make monthly payments on their trip. Every month on the 1st I would like to send them a reminder email with easy access to the invoice so that the can make a payment. 

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  • Heather Jaynes

    Hi TTne Johnson, an Email Template will be automatically attached with the invoice when the automatic payment reminders are sent out to your clients using this feature in the guide! You can select which Email Template gets sent by changing the dropdown menu I highlighted below. The automation will run based on each payment due date on the specific invoice, relative to the timeframe you set up on this page :) Please feel free to reach out via the chat button on your TravelJoy account if you have more questions! 

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