Email Automation Rules

Set up automatic email notifications based on invoice events.

Configure automatic email triggers based on invoice events

Creating Automation Rules #

1. Go to Settings > Email Automation
2. Click Add Rule
3. Configure triggers:
   • When: Invoice is sent, viewed, paid, or overdue
   • Delay: Send immediately or after X days
   • Template: Which email template to use
   • Conditions: Optional conditions (e.g., amount > $1000)

Common Automation Examples #

• Payment Reminder: Send reminder 3 days before due date
• Overdue Notice: Send follow-up 1 day after due date
• Thank You: Send thank you email when invoice is paid
• Weekly Reminder: Send weekly reminders for overdue invoices