Need customizable "Payment Schedule" emails
I
Imogen Velazquez
We need the ability to customize the PAYMENT SCHEDULE emails.
The system generated email looks unprofessional if you have branded email templates you are using for your other emails like contracts and invoices.
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S
Sales & Marketing
Merged in a post:
{{ invoice.url }} Not working properly
W
WebMyMoney Administrator
Want to send Invoice Payment reminders with the link but {{ invoice.url }} Does not work Outside of the Initial Invoice notification sent when created. Need this to send the link again automatically through workflows and SMS / EMAILS
S
Sales & Marketing
Merged in a post:
Automated Reminder Emails for Scheduled Payments
D
Desiree Hernandez
Currently, we have an email reminder when an invoice reaches its expiration date. However, many invoices have scheduled payment plans (such as monthly installment plans), and there is no option to send an automated reminder before the due date of each scheduled payment.It would be extremely helpful to include a feature that allows automated reminder emails to be sent before each scheduled payment due date. This would ensure better communication with clients and help reduce missed payments.
B
Brian Foster
Also due date reminders for payment schedules are not currently available and would be great
E
Edison Lopez
PLEASE how is this the only system email that is NOT customizable?
D
Dewaldt Huysamen
The same for {{ estimate.url }}
B
Benny Druin
yes
C
Carissa Bennett
YES YES YES! I can't seem to make this work in a seamless way. Please can we get this
Autopilot
Merged in a post:
{{ invoice.url }} Does not work Outside of the Initial Invoice
W
WebMyMoney Administrator
{{ invoice.url }} Does not work Outside of the Initial Invoice notification sent when created.
A
Advantage Media
Was there a solution? I'm having the same issue