Stax Bill lets you automate much of your customer communication with configurable text and email notifications you can enable or disable. These automated messages are sent in response to specific triggering events. You control the content and timing of these messages.
You may want to create automated email notifications to let a customer know that:
- Their account has been activated or suspended
- Their subscription has been activated, cancelled, or is about to expire
- An account statement, draft invoice, or final invoice is ready for viewing (with attachment)
- An invoice is overdue
- A charge of X amount will be applied to their payment method in X number of days
- Payment has been received
- Payment has failed
- Their credit card information is about to expire
- Their payment method has been updated
- A refund has been issued
You can also use automated email notifications to:
- Prompt the customer to set up their billing information
- Provide the customer with a link to reset their password
Four categories of automatic email messages can be configured in Stax Bill:
Customer Emails
Customer emails are triggered by events affecting the customer account, such as activation, cancellation, credential creation for the self-service portal, and password reset. Use these notifications to communicate the status of your customers' accounts.
Invoice Emails
Invoice emails are triggered by events that occur throughout an invoice's life cycle. These emails are used to notify a customer of an impending charge, an overdue invoice, or to send a draft invoice, final invoice, or statement. Use these emails for customers who pay via manual payment methods.
Payment Emails
Payment emails are triggered by payment-related events. They are used to notify the customer that payment has been received, that payment has failed, that the credit card on file is due to expire, that the payment method has been updated, or that a refund has been issued. Use these emails to provide receipts or notifications of refunds to customers who pay automatically by credit card or ACH/EFT.
Note: If you use 3D Secure and a payment fails, an email will be sent to the customer. To resolve the issue, the customer will need to access the Self-Service Portal and approve the payment. Please ensure the customer is set up to use the Self-Service Portal to authorize payments when 3D Secure is enabled.
Subscription Emails
Subscription emails are triggered by events affecting a customer's subscriptions, such as activation, cancellation, or impending renewal. For the Pending Expiry Renewal Notice Email, multiple emails can be scheduled. Use these emails to communicate the status of your customers' subscription(s).
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