Automated Emails Overview

Automated Email Notifications

Automate client communication and stay informed with built-in FlexPoint email notifications.

Automate client communication effortlessly with email notifications. You can leverage five types of automated emails:

1. New Invoice – notify clients when a new invoice is generated.
2. Past Due Reminder – send a sequence of reminders when invoices become overdue.
3. Upcoming AutoPay Reminder – notify clients before scheduled autopay transactions.
4. Payment Processed – send clients a payment receipt.
5. Open Invoices – notify clients with a summary of all open invoices.

Benefits for You

• Never Miss a Beat – automate invoice sends to ensure timely payments.
• Simplify Payments – include direct payment links for hassle-free transactions.
• Focus on Growth – reduce manual tasks and spend more time growing your business.
• Stay on Top – set reminders for overdue invoices to maintain healthy cash flow.
• Understand Engagement – track client interactions to tailor your approach effectively.

Automated Email Templates

Streamline your communication with our ready-to-use automated email templates. Designed to save you time and ensure consistency, these templates are perfect for quickly getting started with professional-grade emails. Interested in learning more? Click here!

Automated Email Notification Levels

There are two different tiers of automated email notification settings within FlexPoint:

• Global – enables all automated email notifications at the account level. Learn how to turn on global notifications here!
• Customer Specific – tailor notifications at the customer level, if applicable. Learn more here!

If you receive feedback from a client regarding their email preferences, you can always customize their settings to send fewer automated emails.

Frequently Asked Questions

When will emails be sent?►

It depends! Click here to learn more.

Can I delay emails?►

Yes! You can configure how long before an invoice's due date the New Invoice email will be sent.

If I set “Days before invoice due date” to 15 but only 10 days remain, will the email send?►

Yes. Since 10 is less than 15, the email will be sent after being synced into FlexPoint for 2 hours.

How do I modify the look of the emails?►

Interested in customizing your email templates? Click here!

How do I access dynamic text fields in the email templates?►

Click where there is text in the email template and then select the Merge Tags field.

Can I add a custom email domain?►

Yes — click here to learn more!