What emails should I have AdvicePay send to new clients?
When creating clients and invoices, we've tried to make it flexible so that it fits whatever process you prefer...yet also quick and simple! Here are a few options available to you as you are getting clients set up.
When you add the client and then request a payment, you have AdvicePay send the invoice email for you when prompted. Your client will receive one email: the invoice notice.
We've included new clients' unique registration link in their invoice notice, so they'll be able to click it and set their password. Once they log in, they will be immediately directed to the unpaid invoice you have set up!
Option 2: The Invite Email
When you add the client and request a payment, you initially opt for no emails to be sent during the payment request process. You then go back and immediately direct AdvicePay to send the client an invitation email by clicking the paper airplane icon next to the client's unique Client Account Invitation link ( found at the top of their client page). Your client will receive one email: an invitation to set their password and register.
This is a good workflow if your clients aren't familiar with the fact they'll need to register an AdvicePay account to access + pay your invoice.
Option 3: The Invite and Invoice Emails
When you add the client, you then manually direct AdvicePay to send them an invitation email by clicking the paper airplane icon next to the client's unique Client Account Invitation link. When you request payment later, you have AdvicePay send the invoice email for you. Your client will receive a total of two emails: an invitation to set their password and register, and an email directing them to pay their invoice.
This is a great option if you want to help the client establish their account, but won't be requesting a payment immediately.
Option 4: None Of The Emails
When you invite your client and request payment, you opt for no emails to be sent. You will then need to send your client a personal email with their unique Client Account Invitation link so they can register. You could include a note that upon login they will be able to view and pay the invoice on their account.
If you later decide that you DO want to send an email like an additional invoice reminder, you can do that by following the steps outlined here!