Two Types of Invoices
Important: please note that there are two distinct options for sending invoices:
- The Default Invoice: once enabled, the default invoice will send after any and all purchases made through an AccessAlly order form.
- A Product/Offer Specific Invoice: once created, this email type can be customized so that it only sends when a specific order form is filled out.
1. Install and Activate the Amazon SES plugin
By itself, WordPress email sending does not typically boast of reliable deliverability. To prevent your invoices from regularly landing in spam folders, we recommend installing and activating the Amazon SES plugin.
This plugin is designed to improve your email deliverability.
2. Enable Invoices
OPTION A: To use the Default Invoice functionality
Go to AccessAlly > Emails > Invoices.
Click into the Default Invoice and choose Send Customized Email from the dropdown.
OPTION B: To create a product/offer specific invoice
Click on the Add product/offer specific email invoice button. Fill out the settings to designated when you’d like your invoice to send (and for what products).
3. Customize Your Company Branding
If you haven’t yet, go to the Branding tab and customize your company information.
- Company Name
- “From” Sender name
- “From” sender email
4. Customize Shared Blocks
In the same area, make sure to click into the Header and Footer blocks. These can be customized with new images, text, and links to your policies as needed. They only need to be customized once, and will appear the same on all emails that use them.
(Note that you can create additional shared blocks by going to the Shared blocks tab.)
5. Return to Invoice and Complete Customization
Go back to your Invoices tab and continue customizing your invoice email.
- To edit an existing element: click on the element to reveal customization options
- To add a new element: click on the “plus” icon on the top right of the email settings
- To rearrange elements: drag and drop
6. Send a test email
Once your email is customized, send a test email to yourself. This will allow you to preview how the email looks and responds inside your inbox.
7. Make a test purchase
Finally, go to a live order form that you’ve set up invoices for.
Make a test purchase, then check your email to make sure the information is correct