Customer portal onboarding emails

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 ross

  Great idea as long as you can long as you have the ability not to reference Invoiced in the welcome email