This article explains how to set up automated email notifications in Billing Manager, both for your customers and for your own organization. It covers the events you can notify people about, how to add recipients, and how to customize the sender information your customers see.

Configuring notifications for your customers

The email notification feature lets you send automated emails to your customers for these events:

• Invoice is published
• Invoice due in 15 days
• Invoice due in 10 days
• Invoice due in 5 days
• Invoice due today
• Invoice is overdue
• Payment received

Steps

1. Open Billing Manager.
2. Navigate to Settings > Notifications > For your customers. 
3. Select a customer by clicking the dropdown arrow. 
   
4. Identify the type of event from the list that you want your customers to receive. Then, click the pencil icon on the right side of each event to add recipients for the notification.
   
5. Add recipients by either selecting existing email addresses or manually typing the email address.
6. Click Save. 
   

Sample Emails

Below are some examples of emails that your customers will receive.

Configuring notifications for your organization

You can also notify your own team when specific billing events happen. Currently, this includes:

• Payment received

1. Open Billing Manager.
2. Go to Settings > Notifications > For your organization.
3. Select the pencil icon to add a recipient.
4. Add recipients from the dropdown list of names and email addresses.
   
5. Click Save.

Updating company name in the email body

The email notification captures the company name, as shown in the image above. It is used to indicate who the email is from when your customer receives it. This information is pulled from the name set in Company info settings page. 

It is a best practice to update this field so your customers have a clear understanding of who it is from and avoid confusion for recipients. 

1. Go to Settings > Company Info.
2. Click Edit to update the company name.
3. Click Yes in the Edit Company Info alert.
   
4. Click Save. 
    

Updating sender's name

These steps will update the sender's name that appears in your email notifications to customers, specifically in the 'From' field of the email. Note that email notifications are sent from a non-deliverable email address. 

1. Navigate to Settings > Company Info.
2. Click Edit.
   
3. Click Yes in the Edit Company Info alert.
   
4. Go to the Notification settings section.
5. Update the sender's name as desired. 
   
6. Click Save.