Invoice Emails

In SubscriptionFlow, invoice emails are designed to help you keep customers informed about billing activities in real time. The Invoice Emails feature ensures that subscribers automatically receive notifications whenever a new invoice is generated or when early payments are due. This improves transparency, enhances trust, and helps your finance team manage payments more effectively.

With invoice emails, you can:

• Send invoice receipts instantly – Automatically notify customers when a new invoice is created.

• Maintain transparency – Provide detailed invoice information directly to customers.

• Encourage timely payments – Remind customers about early or upcoming payments before due dates.

• Customize communication – Apply filters to control which customers receive specific invoice notifications.

Instead of manually emailing invoices, SubscriptionFlow automates the process, ensuring customers never miss important billing updates.

The Invoice Emails section includes three key configurations:

• New Invoice: Sends invoice email to those customers who don't have a valid payment method or there auto charge is not enabled. 

• New Invoice with Filters: Sends a new invoice notification but with added control, allowing you to apply filters to decide who receives the email and which template is used.

• Invoice Early Payment Notification: Informs customers about early payment of their projected invoice, sent in advance of the payment date.

To use invoice emails feature, follow the following steps:

1. Login to your SubscriptionFlow account.

   

2. Click on the Settings button at the top right of the webpage to open Administration Settings.

   

3. Select Email Notification under the email settings menu.

   

4. Click on the Invoices section in the top header.

   

5. Below is the list of all automated emails that exist in SubscriptionFlow emails for invoices (e.g., New Invoice, New Invoice with Filters, Early Payment Notification).

   

6. For each email, there exists an Edit button on the right side of the configuration row. Clicking this opens a form that allows you to edit the content of the email.

   
    

7. Within this form, you can choose the sender email address (configure your email to be added here), Add additional recipients to receive a copy, select a predefined template such as Subscription Reactivation or Renewal, define who should receive the notification.

   

8. To further automate the process, Automatically Send On feature schedules the email for sending it to the customers in the future. It can be sent before a deadline or after a deadline. (e.g, before in the case of upcoming renewal). 

   

9. Apply Conditional Filters – Narrow down recipients by using:

   1. Payment Method – Notify only customers using a specific method.

   2. Plan – Send invoice notifications tied to specific plans.

   3. Primary Recipient – Choose the main contact to receive the invoice.

   

10. Click on the checkbox named Apply Secondary Conditional Filters to add advanced targeting rules, Choose from modules such as Subscriptions, Customers, or Invoices, Pick a specific field (e.g., Subscription Status, Plan Type),  Apply logic like is, is not, contains, does not contain, greater than, less than. Click the Add Filter  button to add this filter. 

    

     

11. Click on Save button to save these settings for every sent email in the future.

    

12. To send these automated emails to your customers, click on the toggle button on the right side of the row.

    

13. Click on the Add New button on this webpage to add a new configuration with different filters, such as a new configuration to let customers new about early renewal one day before the due date. 

    

    

14. After clicking save your configuration will be added.