Attaches the invoice PDF and shares the payment URL plus bank details in a timed message once a DevRev invoice is ready to send.

Features

• Scheduled invoice emails When a new or updated invoice enters a ready-to-send state on the DevRev platform, the snap-in schedules the customer email after a configurable delay.
• Invoice PDF attachment Each email includes the invoice PDF so customers receive the full invoice document without a separate manual send.
• Payment details included The email body includes payment URL and bank details from the invoice so customers can complete payment from the same message.
• Usage report support For tagged usage or overage invoices, the snap-in waits for the finalized usage-report PDF on the invoice discussion, then sends one email with both PDFs.
• Optional CC recipients Organization settings can add CC addresses so finance or billing stakeholders receive the same invoice email.

Installation

1. Click Install next to the Invoice Email Automation snap-in.
2. Enter the configuration details, such as the sender email address, hours to schedule the email, optional CC addresses, and overage or usage invoice tags when applicable.
3. Save the information and complete the installation.

Access