If I hit send email button, and email goes through - customer recieves an email - as “Initial email” (if this is the template I’ve selected)
But then next day (according to schedule in the system settings) email get’s send as a first reminder - and this is really annoying for clients =)
What can I do to pevent the second email sent by the system as a “First Reminder”. I think the system shouldn’t try to send a second email (with scheduler) if it was manually sent already. Instead it should wait for the threshold for the first reminder and then send it.
I guess this is a version of the universe where DRAFT considered a completed, finished document. And invoice/quote in DRAFT state will be automatically emailed.
#1 - me sending the invoice when I created it. So when I finished the Draft, and considered it ready for client - I hit the “Send Email” button. #2 - system sending the invoice second time, the following morning at 6:00AM (according to settings in “Email Settings”) but not as an Initial Email, instead, as a first reminder, that is supposed to go out 14 days prior to Due Date. Or 16 days after the Initial Email was sent (NET30 terms set).
As for reminders and if they actually work - I believe so:
