How do I send thank you notes to my customers as soon as they pay for an invoice?
When you record payments for your invoices, you have an option called Send a “thank you” note for this payment below the notes section of the payments page.
By checking on this, you can send a thank you note on receiving a payment.
You can also automate sending thank you notes to your customer. To do so:
- Navigate to the Gear wheel (Settings) icon on right top
- Choose More Settings from the drop down
- Go to Preferences.
- Choose Invoices.
- You can find options to tune your invoices.
- Automate thank you note to customer on receipt of online payment: Check this option if you wish to automate the process of sending a thank you note on receipt of online payment.