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Set up automated payment emails and reminders.
Set up automated payment emails and reminders.
Martin avatar
Written by Martin
Updated over a week ago

How to set up automated payment emails and reminders.

You can edit the automated payment emails in the automations section of your Invoice board.

Set-up

  • Tudodesk back office

What's this for?

  • Set up auto invoice sender.

  • Set up auto invoice reminders.

  • Set up auto-payment receipts.

What you should know

  • You can automate your payment process with Stripe + Tudodesk.

  • Tudodesk will automatically send your invoices when they are marked as Sent.

  • You can add a payment button so customers can pay via Stripe (optional).

How to set up and edit auto invoice send email template.

  1. Navigate to the invoice board.

  2. Click Show menu right side top menu bar.

  3. Select Board automations.

  4. Locate the Invoice auto sender automation

  5. Click the edit pencil.

Editing the auto-send email

  1. Click the pencil in the top right of the email action.

  2. This will open the email editor.

  3. Edit the Subject line (you can copy in template tags from the main body).

  4. Add a short pre-header (intro text).

  5. Edit the email body.

  6. If you are using stripe activate the CTA.

  7. Edit the CTA button text PAY BILL.

  8. Attach a PDF copy of your Invoice.

  9. Select the desired Template.

  10. Confirm your edits and click Save.

  11. Turn ON the automation bottom center off screen.

Editing payment reminders.

  1. Locate the payment reminders automation in the automation list.

  2. Click the edit pencil.

  3. Edit each email in the same way we edited the invoice sender above. Make sure you set the timing (delay) for each email to create a timed delay between sends.

  4. Make sure you add a CTA button PAY BILL if you have Stripe payments enabled.

  5. Turn on the automation when you are finished.

If you do not want to send automated reminders you can switch this automation OFF.

Editing payment receipt emails.

  1. Locate the payment reminders automation in the automation list.

  2. Click the edit pencil.

  3. Edit the payment receipt email(s).

  4. There may be two emails, one for check-out Stripe payments. The other for manual payments by Cash, Card etc.

  5. Make sure you attached a PDF copy of your Invoice/Receipt.

  6. Turn on the automation when you are finished.

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