Automatically send initial email at a later date

Self-Hosted | v4/Legacy
#1

Hi Hillel,

I see there is an option to automatically send a reminder before/after due date. I have two questions about that:

  1. “reminder” suggests the client has already received a manually sent initial email before. This is not necessarily the case. I might want to issue an invoice now for a later date, maybe in two months, so I don’t have to think about it later or write a reminder to myself to do it at that later date. So I can create the invoice now and give it a later invoice+due date, but the client doesn’t need to know about it now. The client should get the initial email at that later date too. In other words: How can I tell Invoice Ninja to send the initial email at that later date - not a reminder.

  2. The setting for automatic emails seems to be a global setting per reminder (1st/2nd/3rd). That means taking the risk of emails being sent that I didn’t intend to be sent, at least not at that time and/or to that client, thus upsetting the client… Is there an option to “set and forget” the sending of an email at a later date for a particular invoice (or, at least, for a particular client)?

Thank you & shabbat shalom

#2

You can change the settings in reminders, for the first reminder change the options to send 1 day before invoice date, then change the text to suit.

#3

Thanks billyggla, where is this setting on the invoice page (for that particular invoice, not global)?

#4

We don’t support per-invoice settings, I think the suggestion was to use the 1st reminder as the initial email by changing the subject/body of the email.

With recent versions of the app you can edit a client to prevent them from receiving reminders.

#5

I think it would make more sense to send to chose I want to rather than having to opt out for all those I don’t want to send to.

How about adding the option to auto-send the initial email instead of the first reminder?

#6

If you’re self hosting you can change the default for the table.

If we get more requests for the feature we’ll definitely consider it.