Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Sending Ad-Hoc Emails to Customers

Learn how to send ad-hoc emails to customers from Centime.

🖐️ Sending Ad-Hoc Emails

Ad-hoc emails can be sent from the Receivables module of Centime. Emails can be sent from both the Unpaid Invoices and Customers tabs. 

 

    🧾 Invoice Emails

    From the Unpaid Invoices tab, you can send your customers an email with specific invoice details. This email includes the invoices as a PDF attachment and a table with relevant invoice details. 

    1. Navigate to the Unpaid Invoices tab.

    2. Click Send Email.

    3. Select one or more invoices. If you select multiple invoices for the same customer Centime will consolidate these into 1 email. 

    4. Preview and customize the email content.

    5. Ad-hoc emails are sent to contacts with roles that are of type communication contact. 

    6. Click Send.

    💡 Use ad-hoc reminders as a final gentle nudge before escalating collection efforts. Personalizing your message can significantly improve response rates.

     

    👥 Customer Emails

    From the Customer tab, there are a few different types of emails you can send: 

    1. Send Statement: This uses the monthly statement template. You cannot edit this email before sending it. 

    2. Send Email: This sends the customer an email with a button to the customer portal. This is great for customer updates. 

      1. 💡 Customer emails are great for broadcasting general updates to all your customers. 

    3. Enroll in autopay: This asks your customer to enrol in autopay. 

     

    🧾 Customize email templates 

    • Templates: Email templates for ad-hoc communications are managed under Settings > Receivables > General Settings and within Workflows. Updating these templates ensures a more streamlined experience when sending emails manually, reducing the need for repeated custom edits.

    • Sender information: Emails appear to come from your designated primary AR contact, adding a personal touch.

    • Technical delivery: While the sender appears as your AR contact, the email is technically delivered via reminders@centime.com to ensure reliability.

    • Customer replies: Replies are routed to the primary AR contact or the sender of the automated AR campaign.

    Reminder emails in Centime give you the flexibility to automate follow-ups or manage them manually, ensuring that each message is timely, consistent, and directed to the appropriate contact.
     

    🔁 Sending Reminder Emails Through Workflows

    When customers are enrolled in a workflow, reminder emails are sent automatically based on the schedule you configure. This allows you to follow up consistently on unpaid invoices without manual effort.

    To learn more about setting up a workflow, visit the Workflow Setup Guide.