Set up the automation email

Set up automated emails with Avada PDF Invoice to send invoices effortlessly and keep your customers informed.

Introduction

Avada PDF Invoice offers a convenient way to automate sending invoices via email. By configuring automation emails, you can ensure that your customers automatically receive their invoices when they make a purchase, saving you time and effort. This guide will walk you through the steps to configure automated emails in Avada PDF Invoice for a seamless invoicing process.

Step-by-step guide to set up automation email

1

Access the Automation Settings

1. In your Avada PDF Invoice dashboard, navigate to Automation in the left-hand menu.

2. Click on Email Automation to access the settings for sending invoices automatically.

2

Configure Email Automation

1. Enable Automation Emails: Toggle the switch to enable automated emails. This will ensure invoices are sent out automatically when specific events occur (such as order creation or fulfillment).

2. Choose Events for Automation: Select the events that trigger automatic email sending. Common events include:

   • When an order is created.

   • When an order is paid.

   • When an order is fulfilled.

3. Select the Template: Choose the PDF invoice template that will be attached to the automated emails. Avada PDF Invoice provides several customizable templates to match your brand.

3

Customize Email Content

1. Email Subject: Write a compelling email subject that reflects your store's tone and style, such as "Your Invoice from [Store Name]."

2. Email Body: Customize the body of the email, ensuring the content is clear and professional. You can include variables such as the customer’s name, order number, and total amount to make the email personalized.

3. Attach PDF Invoice: Make sure the PDF invoice is attached to the email. This attachment will provide customers with a detailed summary of their order.

4

Set Up Additional Settings

1. BCC Email: If you want to receive a copy of the automated emails sent to your customers, enter your email address in the BCC field.

2. Email Footer: Customize the footer of the email with any additional information, such as your return policy or contact information.

5

Test Your Automation Emails

Before going live, it’s important to test the automation emails to ensure everything is set up correctly:

1. Use the Send Test Email feature to send a sample invoice to your email.

2. Review the email layout, content, and attached invoice to confirm they match your expectations.

3. Click "Send test email" then enter the receiver address

Please watch and interact with the guide below to have a detailed look on this feature!

Set up automation email

Conclusion

By setting up automation emails in Avada PDF Invoice, you streamline your invoicing process and provide customers with timely, professional invoices. This not only saves time but also enhances customer satisfaction. Ensure to test your settings thoroughly before enabling them for live use. If you have any questions or need further assistance, our support team is here to help.