How to automatically send an email on Invoice Payment

Introduction

Agiled's Automation feature allows you to automate tasks, such as sending a thank-you email when a client pays an invoice. This guide will walk you through the process of setting up this automation.

How to Create Automation

1. **Navigate to Automations**: Go to 'Essentials' on your Agiled dashboard, and select 'Automate'.

2. **Create a New Automation**: Click on the 'Add Automation' button. 

3. **Add a Title and Choose an Action**: Add a title to your automation, for example, 'Send Thank You Email'. From the actions dropdown, choose 'Send Email' as we intend to send an email.

4. **Configure Email Timing**: Decide when you want to send the email. You can choose to send it a few minutes or hours after the event. In this case, we're sending it one hour after an invoice is paid in full.

5. **Design the Email Body**: You can customize your email message. In our example, we're saying "Hi [Client First Name], Thank you so much for paying the invoice." You can select tags like 'Client First Name' to personalize your emails.

6. **Choose Notifications Settings**: Decide whether you want to receive notifications when actions are completed. 

7. **Save Your Automation**: Click on 'Save'. The automation is now active and will automatically send emails one hour after an invoice is paid.

Conclusion

Agiled Automation simplifies tasks by doing the heavy lifting for you. For instance, it can automatically send emails or files to clients after they pay an invoice. The feature is flexible and can be customized to fit your business needs. Thanks for watching, and for more information or assistance, please reach out to Agiled support.