Email customers automatically when a new invoice is created

Steps

  1. Set up your sending options.
  2. Tick the box "Enable auto email sender"
  3. Edit customer information

Clear Books can automatically send an email to a customer when a new invoice is generated.

Step 1.

Navigate to “Sales > Email” > “Settings” to set up your sending options.

Step 2.

Tick the box “Enable auto email sender”

Step 3.

All customers are now automatically opted in.

Opting a customer out

To opt an individual customer out go “Sales > Customers” and click on the name of the customer you wish to opt out

Click on “Edit Contact” buttom and then more settings under “basic information”.

Scroll down to the bottom right of the page to “reminder settings” and select “opt out” from the drop down box.