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:
Configure the statement Auto Send Mode as described in CRM > Auto Send > Auto Send A/R Statements.
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.
No text will be inserted if a login was already established.
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
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.