Disable Payment Reminder Notifications on a Per Account Basis

theProduct shared this idea 3 years ago

Under Consideration

The automated 'Payment Reminder Notification' is useful in most situations, however, for clients that have setup automated payments on the day that the invoice is due - it's a redundant reminder, and we've received a few requests to disable it.

Similar to how the "Don't Send Overdue Emails" option can be set on a per account basis, a similar "Don't Send Payment Reminders" checkbox in each client's profile would also be a huge help.

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Comments (6)

Jesse Ali ● 2 years ago

This! Also for regular invoices.

My clients all have PayPal subscriptions and they only want the recipe of payment, they don't want the invoice.

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Alex T ● 1 year ago

Agree with Jesse. Need to be able to disable any sort of invoice email per customer. Be that Reminder, New Invoice or Paid.

Having "per client automation controls" mirror the global ones would be good.

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Vaibhav A ● 1 year ago

So to add on to this, There are Multiple Domains on Each customer account. Those Multiple emails could be (On a per client basis) for renewals - imagine for a large customer account, customer getting alert mails constantly.

So this feature should be also able to give the Manager a complete control to configure emails - Fo which Alerts etc. So Basically a Small Module can be made form where the email Alerts can be controlled, configured and Designed (Customized) for the organisation.

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Greg ● 1 month ago

A million +1s for this. In my personal ideal world it'd work like:

- Global checkbox for "Disable invoice emails for subscriptions," where both the "new invoice" email and the reminders would be disabled if the client sets up automatic payments.

- Would work for Stripe, PayPal, or any other gateway that allows auto payments.

- The first invoice, as well as manually-emailed invoices, would still be sent.

- Could be overridden on a per-client basis, in case there are people who do want to receive reminders.

- Some kind of conditional language in the email templates saying "your invoice will be automatically paid on..." so that clients who do want reminders and who've set up auto payments aren't confused.

I don't know how much of that is possible but if anyone knows how to accomplish at least the last one, please let me know. I keep getting people thinking they need to pay their invoice and it's a pain emailing everyone back to tell them that no, it'll be automatically paid...

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nwd ● 1 month ago

Agree, worst yet, you get folks pay it manually, then it is ALSO paid automatically on subscription date, then have to deal with communication and reimbursement and the headaches that come with it. I pay a ISP via Moon Clerk, and they provide an "Upcoming Payment" notification stating I will be charged in 3 days as part of a recurring plan you set up with "ISP". The recurring amount is "$xx.xx" . It should be that easy.

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Mark Krieger ● 1 month ago

@Greg

There is some conditional language in the templates.

Now - I don't know how the "Credit Card Invoice" template is triggered, but our system seems to send out the "Invoice Created" template.

I use the following block as part of the template:

{if $invoice_payment_method eq "Automatic Credit Card Withdrawal"}Payment will be charged automatically on or after {$invoice_date_due} to your credit card on file with us.
To update or change the credit card details please contact us at 250-860-0572.{else}Your payment method is: {$invoice_payment_method}.
You can log in to your client area to view and pay the invoice at {$invoice_link}.{/if}

"Automatic Credit Card Withdrawal" is how we named our credit card gateway.

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