You can configure your ISN to email a Paid Receipt out to the client when the order is marked as Paid! (this happens when they submit a payment online, or the order is marked paid by someone logged into your ISN)
Please Note: If your ISN was built after 04/25/2019, this event is included by default and you can skip this article.
This setup consists of adding an email template and then creating a new email event.
Adding the Email Template
To begin, navigate to Email -- Get Templates and Containers
Find the template named 'Paid Invoice as a Link to Client' and click the Copy to this ISN button.
Creating the Email Event
Then navigate to Email -- Email Events and click the Add Event button in the upper left part of the screen.
Name your event something like 'Paid Invoice to Client' and set the sender's name and email address to match your other events.
From the Select what triggers this Email Event dropdown select 'Date & Time of Inspection Payment' and set it to go out 15 minutes after.
Then set Who Will Receive this Email as Client and What Template should be used as 'Paid Invoice as a Link to Client'
Then, check the 'invoice' box near the bottom of this screen and click Add Email Event.
Next navigate to Email -- Email Events and click the On/Off toggle to activate the email event.
Any order created after this event is added to your system will now send the Paid Invoice out to the client as soon as the order is marked as paid in the ISN!
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.