Automate emailing invoices

This topic describes common Rebilly invoice email automations. For a complete list of automation options, and how to configure them, see Events.

Send an invoice when it is issued

This process describes how to send the customer an invoice by email when it is issued.

This automation uses the Invoice issued event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Billing events, then press the Invoice issued event.
4. Press Rule set, then press Create rule.
5. In the Rule name field, enter a name for the rule.
6. In the Actions section, press Add action, and select Send email.
7. In the Title field, enter a name. This name is referenced in reports.
8. In the From field, select your email address. If your address is not listed, press Add email address.
9. In the To field, press in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
10. In the Subject field, enter New invoice issued.
11. In the Email content field, compose your email.
    Press Add placeholders, to add dynamic content such as a payment link and customer information.
12. Select the Attach invoice checkbox.
13. Press Save rule.

Send an upcoming renewal notification

This process describes how to send a customer an invoice by email in advance of the renewal date.

This automation uses the Renewal invoice issued event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Billing events, then press the Renewal invoice issued event.
4. Press Rule set, then press Create rule.
5. In the Rule name field, enter a name for the rule.
6. In the Actions section, press Add action, and select Send email.
7. In the Title field, enter a name. This name is referenced in reports.
8. In the From field, select your email address. If your address is not listed, press Add email address.
9. In the To field, press in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
10. In the Subject field, enter New invoice issued.
11. In the Email content field, compose your email. Press Add placeholders, to add dynamic content such as a payment link and customer information.
12. Select the Attach invoice checkbox.
13. Press Save rule.

Send a paid invoice notification

This process describes how to send the customer an email when an invoice is paid.

This automation uses the Invoice paid event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Billing events, then press the Invoice paid event.
4. Press Rule set, then press Create rule.
5. In the Rule name field, enter a name for the rule.
6. In the Actions section, press Add action, and select Send email.
7. In the Title field, enter a name. This name is referenced in reports.
8. In the From field, select your email address. If your address is not listed, press Add email address.
9. In the To field, press in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
10. In the Subject field, enter New invoice issued.
11. In the Email content field, compose your email. Press Add placeholders, to add dynamic content such as customer information.
12. Select the Attach invoice checkbox.
13. Press Save rule.

Send a welcome email to new customers

This process describes how to send new customers a welcome email which includes dynamically added content, such as their first name, last name, or other related customer information.

This automation uses the Customer created event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Core events, then press the Customer created event.
4. Press Rule set, then press Create rule.
5. In the Rule name field, enter a name for the rule.
6. In the Actions section, press Add action, and select Send email.
7. In the Title field, enter a name. This name is referenced in reports.
8. In the From field, select your email address. If your address is not listed, press Add email address.
9. In the To field, press in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
10. In the Subject field, enter Welcome to <your product name here> !.
11. In the Email content field, compose your email.
12. Press Add placeholders, to add dynamic content such as customer first name and last name, or any other customer related information.
13. Press Save rule.

Send a declined payment notification

This process describes how to send a declined payment email to a customer.

This automation uses the Renewal invoice payment declined event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Billing events, then press the Renewal invoice payment declined event.
4. Press Rule set, then press Create rule.
5. In the Rule name field, enter a name for the rule.
6. In the Actions section, press Add action, and select Send email.
7. In the Title field, enter a name. This name is referenced in reports.
8. In the From field, select your email address. If your address is not listed, press Add email address.
9. In the To field, press in the field, and select the invoice.customer.primaryAddress.emails.0.value placeholder text.
10. In the Subject field, enter New invoice issued.
11. In the Email content field, compose your email. Press Add placeholders, to add dynamic content such as a payment link and customer information.
12. Select the Attach invoice checkbox.
13. Press Save rule.

Send a past due invoice reminder

This process describes how to send the customer a payment past due reminder.

This automation uses the Invoice past due reminder event and the Send email action.

1. In the left navigation bar, press Automations .
2. In the Data and alerts section, press Email notifications.
3. In the Customer notifications section, select the Show all billing events radio button, then select the Invoice past due reminder event.
4. Press Create notification.
5. In the Notification name field, enter a unique name for the notification.
6. In the Labels field, and enter one or more labels to help categorize the notification.
7. Optionally, to specify additional conditions on when the notification is sent:
   1. In the Conditions section, clear the No conditions checkbox.
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select an operation.
   4. In the Value field, enter or select values.
   5. Optionally, to add another filter, press Add filter.
8. In the Emails section, press Add email.
9. In the Title field, enter a meaningful title.
10. In the From field, select your address. If your address is not listed, press Add email address.
11. In the To field, add a placeholder or an email address.
12. Optionally, to stay informed on all emails, press Add BCC your email or a support email.
13. In the Subject field, enter a subject or placeholder.
14. In the Email content field, press Pick template.
15. Select a layout, then press Next.
16. Depending on the tone you would like to use, select: Aggressive, Polite, Standard, or Curious.
17. Press Next.
18. If you are happy with the email preview, press Save.
19. To attach the invoice to the email, select the Attach invoice checkbox.
20. Press Save notification.