Automatically Send Emails When An Invoice Is Created
Clear Books can automatically send an email to a customer when a new invoice is generated. Toggle on “Automatic Email Senders” in Settings > Toggle Features.
Navigate to Sales > Email > Auto Sender to set up your sending options.
If an email has never been sent to inform a customer about a particular invoice then at 8am every morning any emails that need to be sent will automatically go.
Opt Out
To opt specific customers out of this automatic feature view their customer details and select “Opt Out” under “Invoice Created Notification”
How to email a sales invoice to a customer
This video shows you how to send an invoice to a customer in Clear Books via email.
The customer will receive an email with a link to a customer statement containing all their invoice history.