Getting started with invotrak emails
Monday, September 17th, 2007
One of the more helpful features of invotrak is the streamlined way in which you can send emails to clients notifying them of an invoice they need to pay. A common workflow is to create an invoice, upload this invoice file to invotrak, and then send an email to the client alerting them to the amount they owe, the terms, and even attaching the actual invoice to the email.
Sending this email alert, however, can still be a little tedious, so let’s take a moment to see how invotrak makes this task a little easier.
Let’s first consider the example of a client who is billed on a weekly basis. Every week, you find yourself sending out the exact same email to the client with the latest invoice attached. Or, consider the example where you have dozens of clients that must all be invoiced each week. Either way, you have to send out a whole bunch of emails that are very similar, with the correct invoice attached. Let’s take a look at how to send an email using invotrak.
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