Managing Emails Your Clients Receive

Only Advisors can access and manage client notification emails. Admin and Analyst users do not have email management permissions under Account Settings.

In This Article:

Managing Client Notifications

Customize the emails your clients receive by changing the interval settings, adding your own message, or turning off select notifications! 

👉Did you know? Most system emails sent to your clients (except for certain things like Reset Password emails) have the Account Owner email listed as the Reply To address.

To get started, visit Account Settings > Emails & Notifications:

Change the Interval Settings on Reminder Emails

To change when your clients receive their upcoming or overdue invoice reminders, click the gear icon to access the settings:

In the settings window, click the menu selection to change when the reminder email is sent out. 

The Upcoming Invoice Reminder can be sent out 1 day, 3 days, or 7 days before  the invoice due date. (Default is 3 days.)

The Overdue Invoice Reminder can be sent out 1 day or 3 days after the invoice due date. (Default is 1 day.)

Click Save.

Note: We don't like unnecessary inbox clutter either! To help with this, a reminder email will not be sent to for an invoice IF it is requested within the reminder's interval setting. (So, if you create an invoice within 3 days of its due date, and your overdue invoice email interval is set to 3 days after the due date, that overdue reminder will not go out to the client.)

👉Want to manually resend an invoice as a reminder?  Here's how!

Add Custom Messaging 

If you prefer to add your own language or directions to emails your clients receive, click the gear icon to access the settings:

In the settings window for any email type, add text that you'd like included within that email:

Click Save.

There are no character limits on custom messages!

Custom messages can also be included in a client email when you A) request a payment, or B) issue a refund. You will have the opportunity to write a personal message to that specific client when performing either of these actions.

Turn Emails On or Off

By default clients receive a reminder email on unpaid invoices both before and after the due date. Disable one or both of the reminders by toggling the button to off.

Toggle left (greyed out) is off. Toggle right (green) is on.

Client Paid Initial Invoice and Recurring Payment Receipt emails cannot be turned off by the advisor. By default new advisor and client accounts will have the Recurring Debit Reminder set to offYour clients can choose whether they want to disable/enable select emails through their own client portal! 

Important Note: If a client logs in and enables or disables an email that you can also adjust on your end (like the Recurring Debit Reminder), we will always honor their settings over any changes you might make through your account later.

Adding or Removing BCC Recipients

By default the account owner's email address is blind carbon copied (BCC'd) on the client email notifications listed, as well as contract emails sent out for eSignature. To add additional recipients (such as an assistant or Admin user), enter the email under BCC Recipients and click Add:

To remove yourself or any other recipient you've added, click the X button next to the listing!

No-Login Advisor Email Notifications

A No-Login advisors' notifications settings are determined by the Account Owner's email notification settings. The Account Owner is the BCC recipient for client notifications when the advisor has No-Login permissions.

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