Automate emailing invoices

This topic describes common Rebilly invoice email automations. For a complete list of automation options, and how to configure them, see Events.

Send an invoice when it is issued

This process describes how to send the customer an invoice by email when it is issued.

This automation uses the Invoice issued event and the Send email.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Billing events , then click the Invoice issued event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter New invoice issued .
  10. In the Email content field, compose your email. Click Add placeholders , to add dynamic content such as a payment link and customer information.
  11. Select the Attach invoice checkbox.
  12. Click Save rule .

Send an upcoming renewal notification

This process describes how to send a customer an invoice by email in advance of the renewal date.

attention

To use this automation, you must have a pricing plan with recurring settings, and invoice time shift enabled. For more information, see Create a product and pricing plan.

This automation uses the Renewal invoice issued event and the Send email.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Billing events , then click the Renewal invoice issued event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter New invoice issued .
  10. In the Email content field, compose your email. Click Add placeholders , to add dynamic content such as a payment link and customer information.
  11. Select the Attach invoice checkbox.
  12. Click Save rule .

Send a paid invoice notification

This process describes how to send the customer an invoice paid email when it is paid.

This automation uses the Invoice paid event and the Send email.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Billing events , then click the Invoice paid event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter New invoice issued .
  10. In the Email content field, compose your email. Click Add placeholders , to add dynamic content such as a payment link and customer information.
  11. Select the Attach invoice checkbox.
  12. Click Save rule .

Send a welcome email to new customers

This process describes how to send new customers a welcome email which includes dynamically added content, such as their first name, last name, or other related customer information.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Core events , then click the Customer created event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter Welcome to <your product name here> ! .
  10. In the Email content field, compose your email.
  11. Click Add placeholders , to add dynamic content such as customer first name and last name, or any other customer related information.
  12. Click Save rule .

Send a declined payment notification

This process describes how to send a declined payment email to a customer.

This automation uses the Renewal invoice payment declined event and the Send email.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Billing events , then click the Renewal invoice payment declined event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter New invoice issued .
  10. In the Email content field, compose your email. Click Add placeholders , to add dynamic content such as a payment link and customer information.
  11. Select the Attach invoice checkbox.
  12. Click Save rule .
info

When notifying a customer that a payment is declined, do not use the payment declined event. In most cases, you do not want to send an email when a customer's first payment is declined. If the first payment is declined, the customer's order is not activated.

Send a past due invoice reminder

This process describes how to send the customer a payment past due reminder.

This automation uses the Invoice past due event and the Send email.

  1. In the left navigation bar, click automation icon Automations .
  2. Click Rules engine , click Billing events , then click the Invoice past due event.
  3. Click Rule set , then click Add rule .
  4. In the Rule name field, enter a name for the rule.
  5. In the Actions section, click Add action , and select Send email .
  6. In the Title field, enter a name. This name is referenced in reports.
  7. In the From field, select your email address. If your address is not listed, click Add From address .
  8. In the To field, click in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
  9. In the Subject field, enter New invoice issued .
  10. In the Email content field, compose your email. Click Add placeholders , to add dynamic content such as a payment link and customer information.
  11. Select the Attach invoice checkbox.
  12. Click Save rule .