Stax Bill enables you to automate much of your communication with your customers through configurable text and email notifications that 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 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 with your customers about the status of their accounts.
invoice emails are triggered by events that occur throughout an invoice's life cycle. These emails are used to advise a customer of an impending charge or 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 are triggered by events related to payments. They are used to notify the customer that payment has been received, payment has failed, the credit card on file is due to expire, the payment method has been updated, or a refund has been issued. Use these emails to provide receipts or notifications of refunds for customers that pay automatically with a credit card or ACH/EFT.
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 with your customers about the status of their subscription(s).