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The Invoice Notices Settings page lists the available configuration settings for the Client Manager’s invoice notices. 


Access the Invoice Notice Settings Page

  1. From the Ubersmith Dashboard, click Settings.

    The Settings page appears.
  2. From the Clients - Communications section, click Invoice Notices.

    The Invoice Notices page appears.

Complete the Invoice Reminders Section

You can send your clients a customized email as a reminder to pay any outstanding invoices. Sending this notice is manual. See Managing Invoices for more information.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. In the Attach PDF field, select Yes to attach the invoice PDF.
  6. Click View Variables to display the View Variables: Invoice Reminders page which lists all the system variables you can use to customize your email. 

Complete the Invoice Notices Section

You can send your clients a customized email that contains their invoice. This notice is automatically generated upon invoice generation.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Invoice Notices page which lists all the system variables you can use to customize your email.
  6. In the Attach PDF field, select Yes to attach the invoice PDF.
  7. In the Send notices when invoice is automatically paid by credit card field, select No to cancel sending this invoice email when the invoice is paid automatically.

Complete the Invoice Notices for Accounts with a Prior Balance Section

You can send your clients a customized email that contains their invoice if they have a prior balance on their account. This notice is automatically generated upon invoice generation.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Invoice Notices page which lists all the system variables you can use to customize your email. 
  6. In the Attach PDF field, select Yes to attach the invoice PDF.

Complete the Invoice Notices for Accounts with No Balance Section

You can send your clients a customized email that contains their invoice with no balance due. This notice is automatically generated upon invoice generation.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Invoice Notices page which lists all the system variables you can use to customize your email. 
  6. In the Attach PDF field, select Yes to attach the invoice PDF.
  7. In the Send ‘No Balance’ notices field, select Yes to send this invoice email even if your client does not have a balance on their account.

Complete the Overdue Notices Section

You can send your clients a customized email reminder to pay any overdue account balances. This notice is automatically generated based on a specified schedule set in the Days Between Overdue Notices field.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Overdue Notices page which lists all the system variables you can use to customize your email. 
  6. In the Attach PDF field, select Yes to attach the invoice PDF.
  7. In the Days Between Overdue Notices field, enter the number of days to pass before the next overdue notice email is sent. This field also dictates the amount of time before the first overdue notice is sent. 

Complete the Payment Received Notices Section

You can send your clients a customized email confirms the receipt of your client’s account payment. If an invoice is paid automatically upon being generated, this notice is not available to be sent. This notice is automatically generated upon payment receipt.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. In the Attach PDF field, select Yes to attach the invoice PDF.
  6. Click View Variables to display the View Variables: Payment Received Notices page which lists all the system variables you can use to customize your email.

Complete the Credit Generated Notices Section

You can send your clients a customized email that confirms a credit was issued to their account. Sending this notice is manual once a credit is added. See Managing Invoices for more information.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Credit Generated page which lists all the system variables you can use to customize your email. 
  6. In the Attach PDF field, select Yes to attach the invoice PDF.

Complete the Account Statement Email Section

You can send your clients a customized email that contains your client’s account statement. Sending this notice is manual. See Managing Invoices for more information.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Account Statement page which lists all the system variables you can use to customize your email. 

Complete the Strong Customer Authentication Email Section

You can send your clients a customized email that contains a request for them to login into their Client Portal to pay their invoice, which is required for 3D Secure 2.0. Sending this notice is automatic. See Processing Credit Card Charges With Strong Customer Authentication for more information.

  1. In the From Name field, enter the name the email is coming from.
  2. In the From Email field, enter the address the email is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your message.
  5. Click View Variables to display the View Variables: Strong Customer Authentication page which lists all the system variables you can use to customize your email. 

Save Your Configuration Settings

  • Click Update to save your configuration settings.
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