Customer portal onboarding emails

62 votes

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

Under consideration Suggested by: Jared King (24 Sep, '19) • Upvoted: 13 Mar • Comments: 6

Comments: 6

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, '21
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.
17 Apr, '21
andy
Love this idea.. Also would be great to be able to send customers emails in mass about changes in remit to address, email address, policy, terms, etc..
31 Dec, '22
samantha
Great idea as long as you can long as you have the ability not to reference Invoiced in the welcome email