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How to send invoice emails

You can send invoice emails using AccessAlly’s native email sending feature. You can choose to use a single email format for all invoices, or customize the email on a per-product basis.

Two Types of Invoices

Important: please note that there are two distinct options for sending invoices:

  1. The Default Invoice: once enabled, the default invoice will send after any and all purchases made through an AccessAlly order form.
  2. 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.

Setup:

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

This invoice will send automatically after every purchase made through an AccessAlly order form.

Go to AccessAlly > Emails > Invoices.

Click into the Default Invoice and choose Send Customized Email from the dropdown.

How to enable default invoice email for AccessAlly

Need to add a VAT number to all of your invoices automatically? Here’s a walkthrough for doing just that.

OPTION B: To create a product/offer specific invoice

This invoice will ONLY send automatically when a purchase is made through a specified AccessAlly order form OR when a recurring payment is processed. This makes it an ideal option for membership sites that include recurring charges.

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).

How to enable a product specific email invoice

3. Customize Your Company Branding

If you haven’t yet, go to the Branding tab and customize your company information.

where to find the brand customization tab

  • Company Name
  • Signature
  • “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.

how to customize shared blocks for accessally email

(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.

send a test email button

Make sure to save changes before you exit this screen. Once the changes are saved, your invoice email sending is active.

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

Repeat step 7 for every order form that you want the invoice to work with. This allows you to check for errors and omissions in your email and product settings.

Need to add a VAT number to all of your invoices automatically? Here’s a walkthrough for doing just that.

Updated on October 5, 2020

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