The Customer Communications Settings page is where you will customize the default communications that are sent to customers for various activities. This article will focus on communications for Statements and Payment Notifications. Please refer to the Customer Communications Settings article for additional information.
Payment Due:
- Click on Payment Due to customize your payment notification options.
- Check this box if you want to send customers (who have credit) email notifications five days before a payment is due.
- Check this box to automatically CC the Billing contact.
- Customize the messages you send by adding or removing placeholders below. Simply copy and paste the bracketed info into the body of the email and click Save.
NOTE: DO NOT edit text within the brackets or the system won't send the correct notifications to your customers.(A) Change the category of available placeholders (depending on your audience) by choosing from the dropdown menu.
(B) Clicking Revert to Default allows you to clear your changes and use the system default message.
Monthly Statements:
- Click on Monthly Statement.
- Check the box and select the date that you want your statement to be sent on each month.
NOTE: This optional setting will send a statement with a balance to all customers. Edit your message to customers as needed below.
Email Statement:
- Click on Email Statement.
- When you email a statement to your customer, it will come attached as a .pdf file.
- You can add a link to their customer portal as seen in this placeholder {{customer.webportal.link}}, where they can review and pay specific invoices (if CMS is enabled.)
NOTE: If you remove the customer portal link placeholder in the default message, customers will not see the link to their portal in the email.
Email Invoice:
- Click on Email Invoice.
- This default message is sent along with invoices and can be customized as needed.
- To view past email communications, go to the Sales Module > Order Search then select the invoice you need and click Order History.
