5/22/2023 0 Comments My invoices and estimates help![]() If the document is not on 'Draft' or 'Sent' check the feed (see above instructions) to see if the document was marked as sent. This will send the document to the customer. If the document is on 'Draft', click on 'Sent' and then OK the modal to update the document. While looking at the document in view, locate the status bar in the top header of the document. The automated send event is switched off.Ĭheck the document has been marked as sent? The customers have opted out of transactional emails. The document has not been marked as sent. If there is not email in the feed, this may be for three reasons. Confirm the email is correct and or edit and resend (see below). If you see an 'email bounce' entry, this suggests the email is incorrect. If you see an 'email opened' entry, this suggests the customer received the email. ![]() ![]() If you see a 'sent email' entry, this suggests we sent the email. Scroll down through the feed and see any entries suggesting the customer opened or received the automated email. The customer has opted out of transactional emailĪn email has hit the customer's spam folderĬlick on the feed link in the message center located in the top menu bar (right side, button resembles a signal wave. This tutorial will help you identify why customers are not receiving automated invoice or estimate sends.Ī customer is not receiving automated updates
0 Comments
Leave a Reply. |