Set up automatic thank-you messages (Mobile app only)
Automatic thank-you messages are enabled by default.
Open a paid invoice from Documents - Invoices
Swipe up the action bar at the bottom
Tap Send a Thank-you message
Tap Manage automatic sending
Enable/disable the Email automatically after payment toggle to reflect your preference.
Send a thank-you message
A thank-you message can be sent once an invoice is fully paid.
Open the paid invoice from Documents - Invoices
Swipe up the action bar at the bottom
Tap Send a Thank-you message
Edit the recipient or message text if needed
Tap Send
Set up a default thank-you message template
You can pre-define the message text so it is ready to use every time:
Go to Settings - Client communication - Thank-you messages
Write your default message text
Use smart tags to personalise the message automatically:
#CLIENT_NAME# - replaced by the client's name
#TOTAL# - replaced by the invoice total
Save your settings. The next time you send a thank-you message, this text will appear pre-filled and ready to send or edit.
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