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understanding "Invoice Created" emails


davidt

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I am trying to figure out why a client email was not sent when created.

 

Most of my clients are set-up with credit cards that charge automatically, and I have disabled the specific invoices that are used for credit card invoice creation since I don't want them sent - but I have one client who wants to pay by check and get invoiced annually. Their due date is 11/1/09, I have it set up in Automation Settings to create the invoice 15 days in advance, which it did, but an invoice was not sent (no emails are shown in the clients profile). I checked the email template for Invoice Created and confirmed that the check box was not checked which prevents that email from being sent. I am confused as to why the invoice was not sent and want to get my system working automatically. (I know I can send one manually in this case, but need the system working properly so I can let it do it for me in the future.)

 

If anyone could tell me what exactly is supposed to happen, and what is required to make it happen, with regard to having invoiced created - sent, that would be great. Or any other thougths would help as well.

 

Thanks,

 

David Tierney

Napa Web Designer

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