Automatically sends invoice emails to customers based on a scheduling configuration, including the invoice PDF and payment-related information such as the payment URL and bank details.

Features

• Automated Invoice Emails Automatically sends invoice emails when the invoicing platform is set to DevRev, triggered under the following conditions:
  • When a new invoice is created and enters a ready-to-send state, the email is automatically sent after a configurable delay (X hours after creation).
  • When an existing invoice is updated and enters a ready-to-send state, the email is sent after the configured delay.
   
• Automatic Stage Update Automate your invoicing workflow by automatically sending invoice emails and updating invoice stages within DevRev. Eliminate manual follow-ups and ensure timely communication with customers.

Installation

• Click Install next to the Invoice Email Automation snap-in.
• Enter the configuration details, such as the sender’s email address and the number of hours after which the email should be sent.
• Save the information and complete the installation.