Activate email notifications

Choose which emails BillPro sends to your customers automatically. Emails help you collect payments, get cards updated, and keep customers informed.

Most emails link to the Order Portal, where the customer can view their order, manage cards and download documents. Each email shows the company details from your profile. See Company information at Configure BillPro with CardCorp.

For examples of each email, see Notifications.

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Before you start

• You need an admin or accountant role.
• Automatic email notifications are inactive by default. Turn on the ones you want.

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Activate email notifications

1. Open the profile menu and select Email Notifications. The emails are grouped by Order, Card, Scheduled Payment and Subscription.
2. To see an email, click Preview beside it. The preview opens next to the list.
3. Turn on the switch beside each email to send. Turn it off to stop sending it.

Each change saves straight away.

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Emails by purchase type

Turn on the emails for the purchase types you sell.

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When BillPro sends each email

⭐ BillPro sends automatic reminders on the days set in your profile. See Reminder days and phone payments.

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Manual email notifications

Users can always send these emails from an order, whatever the switches say:

• Order Is Ready: send a payment link by email.
• Order Reminder: select Email Reminder Link on a pending order.
• Card Details Update: select Request Card Update on the order's Cards tab.

BillPro never sends Order Is Ready or Card Details Update automatically, so turning them off has no effect.

Users can also send a payment link by SMS, or show the link and QR code.

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Stop a user sending payment links

Turn off Payment Link in the user's account. BillPro then hides the payment link options for them. See Manage users.

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When you don't need email notifications

You may turn off some or all automatic emails. For example:

• You send your own emails from another system.
• You take phone orders only and don't have customer email addresses.
• You don't sell a purchase type, such as subscriptions. Turn off its emails. See Emails by purchase type.

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Reminder days and phone payments

BillPro Merchant Support can change these settings for you:

• Reminder days. If Order Reminder is on, BillPro sends up to 3 reminders for an unpaid payment link. Your profile's Processing Details tab shows the days. See Payment reminders at Configure BillPro with CardCorp.
• Only ECOM receipts. If you take phone payments without email addresses, BillPro can skip the Purchase Confirmation email for phone payments only.

When you create an order with the BillPro API, BillPro doesn't send an Order Is Ready email. Your integration can get the payment link and send it to the customer, or your agents can take a phone payment.