Question
Issue with automatically sending invoice reminders.
I recently modified my recurring invoices.
Originally, I set recurring invoices to create seven (7) days prior to the due date. I had “automatically send emails” checked (on). I had reminders set to send on the due date and five (5) days after the due date. This configuration sent the invoice on creation seven (7) days before due, on the due date and again five (5) days after the due date.
I have added a Zapier and Post Grid integration to automatically send paper invoices. I set the recurring invoice to create ten (10) days prior to the due date (to allow for snail mailing time). I unchecked automatically send emails. I have reminders on and set to send seven (7) days prior to the due date, on the due date and ten (10) days after the due date.
The automatic reminders are no longer sending.
I didn’t think that deselecting “automatically send emails” on the recurring invoice would affect the reminder sends. It seems like the two are completely separate settings. An email would be sent solely with “automatically send emails” on and the invoice set to create seven (7) days before due (completely independently of the reminder send set). Thats what I linked the “automatically send emails” to - sending on creation. The reminder set is on and set to automatically send under “account and settings / sales”, but it’s not sending. *ugh*
Originally, I set recurring invoices to create seven (7) days prior to the due date. I had “automatically send emails” checked (on). I had reminders set to send on the due date and five (5) days after the due date. This configuration sent the invoice on creation seven (7) days before due, on the due date and again five (5) days after the due date.
I have added a Zapier and Post Grid integration to automatically send paper invoices. I set the recurring invoice to create ten (10) days prior to the due date (to allow for snail mailing time). I unchecked automatically send emails. I have reminders on and set to send seven (7) days prior to the due date, on the due date and ten (10) days after the due date.
The automatic reminders are no longer sending.
I didn’t think that deselecting “automatically send emails” on the recurring invoice would affect the reminder sends. It seems like the two are completely separate settings. An email would be sent solely with “automatically send emails” on and the invoice set to create seven (7) days before due (completely independently of the reminder send set). Thats what I linked the “automatically send emails” to - sending on creation. The reminder set is on and set to automatically send under “account and settings / sales”, but it’s not sending. *ugh*