Auto Send Temporary Web Account Credentials

A company may wish to send emails to customers to remind them of the online payment portal tools to pay invoices electronically online.  

Scenario:  An equipment sales and service company would like to encourage their clients to use the online customer portal to pay outstanding invoices.  The finance staff is using Auto Send to email a monthly statement with instructions to log into the website portal.  The E-mail includes a PDF document of the outstanding invoice statement as well as a link to the portal.  A login user name and a temporary password is included in the email.  A permanent password will be required when the customer initially logs into the portal.  This process encourages customers to use the online portal without a substantial time investment by the clerical staff.  

Complete the following steps to configure an Auto Send mode to send statements to customers and include a message about paying the outstanding invoices online using the company's customer portal:

  1. Configure the statement Auto Send Mode as described in CRM > Auto Send > Auto Send A/R Statements.  

  2. Insert the following keyword within the body of the E-mail.  

    The <WEB_TEMP_LOGIN> keyword will insert the following text:
    1. If no login was established:  "We have setup your account with a temporary password you can use to login. When you login you will be prompted to reset this password." and appended with Username: with the unique company username for a single account along with Temporary Password: and the temporary password.  

    2. No text will be inserted if a login was already established.

  3. Disable Attach a copy of the document(s) when auto sending E-mails and edit text to remove the statements and only use this Auto Send process to remind customers of the online portal.  

  4. The user will be required to set a password when logging into the payment portal.  

Review CRM > Auto Send > Auto Send  A/R Statements for more information on configuring Auto Send to send a list of outstanding invoice statement to customers.