Inviting customers automatically
You can automatically invite customers by sending them an invite link along with automated invoice reminders
To add an invite link to invoice reminders
- 1.Go to Invoice Reminders - > Email Templates
2. Click on Edit email template
3. Click on the button Merge tag
4. Select Customer login/Register button
5. The merge tag to add Login/Register button will be added as below
6. When the customer receives the email reminder they will see the below buttons to Login/Register
Last modified 3yr ago