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Member
Posts: 141
Registered: ‎05-26-2015
Kudos: 23
Solutions: 2
Accepted Solution

Mail old invoices along with new one

[ Edited ]

Hello

 

Is there a way to force the system to send pending invoices along with the monthly invoice every month? Maybe at least a list of all past due invoices within the body of the email?

 

I often get complains saying the system is not reporting if they have pending balances. (I know.. people are just awesome)

 

There is also no option to send a mass email to customers with pending balances above a certain threshold. This is a feature request, but a VERY easy one Man Happy.. just a filter query to select people who owe money.

 

Any alternatives?


Best

Pedro

 

 


Accepted Solutions
Ubiquiti Employee
Posts: 4,145
Registered: ‎12-10-2015
Kudos: 1469
Solutions: 315

Re: Mail old invoices along with new one

Hi @pguillem, this is currently not possible but what you can do now is to customize the template of the "new invoice email", for example, you can place a notice about the client's balance or other attributes - check out all the available placeholders.

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All Replies
Ubiquiti Employee
Posts: 4,145
Registered: ‎12-10-2015
Kudos: 1469
Solutions: 315

Re: Mail old invoices along with new one

Hi @pguillem, this is currently not possible but what you can do now is to customize the template of the "new invoice email", for example, you can place a notice about the client's balance or other attributes - check out all the available placeholders.
Member
Posts: 141
Registered: ‎05-26-2015
Kudos: 23
Solutions: 2

Re: Mail old invoices along with new one

Thanks @UBNT-Petr .