How do I send email campaigns to clients regarding Invoices?

  • Updated

*This feature is not available in all plans. To see the different plans or make changes to your plan, go to the Plan & Billing tab in your account.

Automatically send email reminders to clients when they have an upcoming invoice payment, or when they have an overdue final payment. 

*If clients enroll in AutoPay, they will receive automatic email notifications, and their card on file will be charged on the payment due date. 


To create an email campaign:

1.  Create the email templates you wish to use.  (For instructions, click here.)  Be sure you use the Invoice templates!

2.  Go to Studio > Email > Campaigns

3.  Click "New Email Campaign" and select "Custom Trigger-Based Email Campaign".

4.  Give it a name (such as "Late Payments" or "Invoice Reminders")

4.  Complete the necessary information:

  • Email template - choose the template you'd like sent
    (Note: Only Invoice Past Due Notice and Invoice Final Payment Reminder templates can be used in automations)
  • Recipients - select who will receive the email
  • Trigger Type - how will the system know when to send the email?
  • Trigger Days - choose the number of days for the trigger above
  • Name - give the email a name, such as "Late Notice" or "Payment Due"

5.  Save the email

6. Repeat to add additional emails to the email campaign


To assign this campaign to an invoice:

1. Go to Studio > Commerce > Invoices

2. Select the Invoice

3. Choose the correct series in the Email Campaigns dropdown box

4. Save


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