We offer payment terms (Net 15) on open orders. I would like to use the automation action [Send an Email] to send a reminder message that the payment is coming due and include the outstanding Invoice Link and/or associated Pay Link in the body of the email message.
The only way I have to achieve this currently is to set a task for someone to manually retrieve the Invoice and Pay links and copy/paste them into a direct email message to the customer. An undesirable "human glue" solution to a very automatable problem. IMHO.
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Hey Jeff! We do have merge fields available for for two links already, OP Invoice Link and OP Payment Link. You should be able to see them in the merge field selector under the Invoice System Fields section
First, thank you for reviewing my feature request and for replying with a ray of hope.
I did just find those in Sales>Settings>Invoices>Invoice Messages>New Message->Merge Fields. However, they do not exist for contact messages which are the only type of messages I can reference in contact automations.
Assuming the solution to this problem is to use Invoice Automations and Invoice Messages, I can't determine a successful trigger and conditions/conditionals to add the invoice automation to an open invoice [created by a contact automation] for the two products I sell on terms this way. In fact, I don't see a way to reference products at all. (Which may be okay if I can figure out how to attach the automation to the invoice to begin with.)
Can you provide a high-level outline of how this can be accomplished? E.g. Trigger: Order is created -> Condition: Due date on Tomorrow & Status = open->Send an Email: payment due template.
Thanks in advance for your insight.
Hey Jeff, happy to help out here! All you should need for the automation is:
Trigger
Send an email
Thanks so much. I'll give that a try. Hope this thread helps others too.