Balance Paid Auto Email

Casey Perno shared this question 4 years ago
Answered

I'm looking for a way to auto-email a 'balance paid in full' message with a link to the receipt. Payment Received is the closest we have. However, I don't want to activate Payment Received if it also goes out for their deposit payment too (which I assume it does). They already get a bunch of emails from us when we get their contract/deposit and I'd rather not add anything superfluous.


The other thought I had was to use the Thank You email but I there are a few problems with that method too: 1) I'm not certain how to link to their latest receipt (although I assume, if it's possible, it'd be easy to learn) and 2) I don't know exactly what prerequisites are needed for the Thank You email to get sent. Does it wait for the event to be put in the 'Completed' stage or go based solely on the date?


Anyway, I guess my question is, how do I send an auto-email to alert my clients that we've received their balance (without sending a separate email for the deposit)?

Best Answer
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There is no way to do what you are asking currently. Most of our customers use the Payment Reminder email to send their customers a message anytime they enter a payment on the lead from the admin side. When customers make a payment online themselves, they do not receive an email confirmation. Instead they are shown a receipt that they can print if they want.


You could create a manual email template and send it from the event tab every time you enter a balance payment if you would like. Use the following code when in source mode of the email center editor if you want to put a link to a receipt or account statement.


  1. <a href="https://www.inflatableoffice.com/quotes/payconfirm.php?leadid=*leadid*">Statement</a>;

Comments (2)

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1

There is no way to do what you are asking currently. Most of our customers use the Payment Reminder email to send their customers a message anytime they enter a payment on the lead from the admin side. When customers make a payment online themselves, they do not receive an email confirmation. Instead they are shown a receipt that they can print if they want.


You could create a manual email template and send it from the event tab every time you enter a balance payment if you would like. Use the following code when in source mode of the email center editor if you want to put a link to a receipt or account statement.


  1. <a href="https://www.inflatableoffice.com/quotes/payconfirm.php?leadid=*leadid*">Statement</a>;

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1

Great! I got it to work. Thanks.