Customer portal onboarding emails

22 votes

It would be helpful to send an onboarding/sign in email that jumps the customer into their customer portal.

Suggested by: Jared King (24 Sep, '19) • Upvoted: 15 Feb • Comments: 4

Under consideration

Comments: 4

11 Nov, '19
Marcell Merged
We are moving from Bill and Pay to Invoiced. I would love to send a Welcome Email that includes features of "Invoiced" and Payment Options sent w/o invoice to invite clients to set up their portal account and set up Auto-Pay.
30 Oct, '20
Ryan McBee Merged
Good suggestion. We get this asked as well.
27 Nov, '20
Meg Powell
This feature would be amazing. We receive a lot of customer emails asking how they can update payment information on file or see their invoice history because they are not receiving further info on how to access their account portal.
26 Jan
Jared King Admin
"Welcome to Invoiced Email" (suggested by Marcell on 2019-11-11), including upvotes (5) and comments (1), was merged into this suggestion.