Emailing Your Invoices – Getting the Details Right
We really obsessed when we built the invoicing e-mail capabilities in Billing Manager. We sweat the details to make it easy to:
- send yourself a copy of emailed invoices
- see date/time of the e-mail — directly when you’re looking at your invoice in Billing Manager
- see when the recipient viewed the invoice online
- include multiple recepients on the outgoing e-mail — by default
- attach files with the outgoing invoice — maybe a price list update? or a newsletter?
- set your own personalized default language for outgoing e-mails
- send reminder e-mails when invoices are overdue
- and more…
But my point in telling this tale is actually to share a learning we had in-market. One of our details that was done with the best of intentions, but ultimately probably isn’t the right thing. We figured “let’s make a really meaningful default subject line” to help small business owners quickly convey the details – $ invoice amount, invoice date, due date…but it turns out that folks are not such big fans of all this detail, and in particular the $ invoice amount being announced right there in the subject line. And in hindsight, this totally makes sense. I apologize for any dramas we may have caused by folks seeing other folks’ inboxes…and getting a little inside scoop on some of their business or personal spending!
Heather
August 16, 2009 at 10:51 pm
t
August 16, 2009 at 10:52 pm
nc
January 19, 2010 at 2:21 am
Is there a way to modify the mail-body, as I want one of the following 2:
* Remove the “Remittance Slip” in the page that shows when clicking the link in the mail-body (the page that opens shows the Remittance Slip, regardless of the setting in the backend), OR
* Remove the subject-line with the on-line invoice-view (as then I put the PDF in, that doesnt create the additional page when the tick isnt set).