Mar 13, 2024

How to Automate Invoice Emails in Limo Anywhere

Prompt invoicing is crucial for maintaining cash flow and client satisfaction. Limo Anywhere’s feature to automate invoice emails simplifies this process, allowing you to focus on providing top-notch service while the system handles your billing communications. Automating invoice emails in Limo Anywhere not only saves time but also ensures timely communication with your clients. This guide will walk you through setting up the system to send invoices automatically upon saving them and how to customize the invoice email template for your business.

Enabling or Disabling Automatic Invoice Emails

Steps to Enable Automation

  1. Log into Limo Anywhere.
  2. Navigate to My Office > Company Settings > Messaging & Template Settings.
  3. Locate the Invoices section.
  4. Find the setting for Email Invoices Upon Submission and select Yes

Choosing to Manually Send Invoices

If you prefer to review each invoice before it’s sent, select No for the Email Invoices Upon Submission setting. This requires you to manually click the Email/Fax button on the invoice screen to send the invoice.

Customizing the Invoice Email Template

To personalize the message that accompanies your invoice emails:

  1. In the Invoices section, look for the New Invoice Message.
  2. Enter the text that will appear in the email header. This can include greetings, a summary of the invoice, or any other information you wish to communicate.
  3. Utilize dynamic tags for personalized details such as the client’s name or specific booking details.
  4. Click Update My Email Templates to save your changes.

Sending Invoices Manually

Should you opt to send invoices manually, especially for sensitive accounts or special cases:

  1. Open the invoice you wish to send.
  2. Click the Email/Fax button.
  3. Confirm the recipient’s email address and any message details.
  4. Send the invoice.

Best Practices

  • Regular Updates: Keep your invoice template messages relevant by updating them regularly to reflect any changes in payment terms, contact information, or special offers.
  • Personalization: Use dynamic content to personalize the emails, making each communication feel tailored to the recipient.
  • Confirmation: Always confirm that the automated system is sending invoices as expected. Regularly check for any system updates that might affect your settings.

Conclusion

Setting up automated invoice emails in Limo Anywhere streamlines your billing process, ensuring clients receive their invoices promptly and without fail. By customizing your invoice email template, you also enhance the professionalism and personal touch of your communications, contributing to better client relationships and smoother operations.