Configure email notifications

You can use BillPro's email notifications with payment links to collect payments and update cards, and you can also use email notifications to inform and remind your customers about their payments.

• BillPro has a complete set of email notifications that help you comply with card-scheme standards.
• The emails contain your company details and logo, as configured for your merchant in BillPro. See Company information at Get set up in BillPro
• For example emails, see Notifications.

BillPro sends email notifications automatically based on events and actions in the platform. For example, when you store a card for a new recurring payment order, BillPro automatically sends the Mandate agreement. The automatic emails and their triggers are described in the Email notifications table below.

Automatic email notifications are active by default, and you can deactivate them as described below. You cannot deactivate manual email notifications.

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Manual email notifications

Users can always send email notifications manually by clicking a button or selecting an option to do the following.

• Send a payment link by email: BillPro sends the Order Ready email.
• Send a payment link reminder by email: BillPro sends the Order Reminder email.
• Send a request to update cards: BillPro sends the Update cards email.

Users can always send a payment link by SMS or display the link and QR code.

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Disable payment links

To prevent users from creating and sending payment links (so BillPro will not display the buttons), deactivate the Payment Link option in the user's account configuration. See Manage users

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Email notifications table

The following table describes when and how BillPro sends email notifications. You can deactivate automatic notifications following the steps below.

⭐ = For details of order reminder intervals, see Other email notification configuration below

BillPro never sends the Order Ready or the Update Cards emails automatically, so deactivating these email notifications has no effect.

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When to deactivate email notifications

Depending on how you will use BillPro, you may decide to deactivate some or all of the automatic email notifications for your merchant. For example:

• If you send your own emails from another system.
• If your business takes phone orders only, and you do not have customer email addresses.
• If your business does not offer a specific payment type, such as subscriptions, you can deactivate the emails for this payment type. See Emails by payment type below

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Emails by payment type

The following table displays the emails for each payment type. You can deactivate the emails that do not apply to your payment type.

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Deactivate email notifications

To deactivate email notifications, do these steps.

1. On the navigation bar, go to the user Account icon in the top right corner.

2. From the Account menu, select Email notifications.

   

3. To confirm the contents of each email notification, click Preview. If this button does not display, try making your browser window wider or zooming out.

4. For each notification to deactivate, beside the notification name, set the Activate/Deactivate toggle switch to off.

   

5. To save, click the disk icon in the top right corner of the page.

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Other email notification configuration

You can also change the following email notification configuration by contacting BillPro Customer Service.

• By default, if the Order Reminder email is activated, BillPro sends Order Reminder emails automatically on days 1, 3 and 7 after you send a payment link by email. See Payment reminders at Get set up in BillPro.
• If you are processing phone payments, and you do not have the customer's email address, you can deactivate the Purchase Confirmation email for phone payments only. See Get set up in BillPro - Limit email notifications.

When you create an order with the BillPro API, BillPro puts the order in a Pending state, but it does not send an Order Ready email automatically. Your integration can send a mail to the customer, or your sales agents can process a phone payment.