Billing / invoice related emails
Invoice, Failed invoice, Receipt and Invoice reminder emails.
Contents
- Overview
- When billing emails are sent
- Invoice email
- Receipt email
- Failed invoice email
- Invoice reminder email
Overview
Note: These are just sample emails. As every email can be customised for every Storeganise instance (including wording and branding), these may look different to what you have setup for your instance.
Email templates can be updated from the Email settings page.
When billing emails are sent
Depending on whether customers are set to be manually or automatically billed and what billing method is set to be used will determine whether these emails are sent automatically or as a result of an invoice being manually processed. Read more on this from the User Details doc (under Invoice & billing info section) and the General settings doc (under Invoicing).
Read the Invoice Details doc too for more info on how invoices work.
Invoice email
Sent to customers when an invoice is sent to a customer that is being invoiced rather than having their registered payment method charged via the payment gateway. The order summary will also display:
- All applicable tax rates
- Discounts applied
- Prepayments made
- Charges
Receipt email
Sent to customers upon an invoice being marked as Paid (either manually or as a result of the payment method charge being successfully processed).
Failed invoice email
Sent to customers if the payment gateway declines the charge on their registered payment method for whatever reason.
Important to note that when a new customer's initial payment doesn't go through, and they subsequently log in to the portal to complete the payment, the move-in process will automatically continue.
Invoice reminder email
Invoice reminder emails are sent at 2PM in your instances timezone based on the settings applied in the Email settings.
