Email alerts

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1. Concepts

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Automatic, event-triggered invoice emails

Communications > Email Alerts configures emails that Zenskar sends automatically as an invoice moves through its lifecycle. Unlike Configurations, which builds one campaign at a time, Email Alerts is organized around three fixed invoice events:

• On Invoice Generation
• On Invoice Approval
• On Invoice Due, shown in the product as Invoice Reminders

Each event depends on a Sender and an Email Template to build and send the email, and each event is configured independently.

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Segment-specific configuration is not yet enforced when sending

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Invoice Generation and Invoice Approval

These two events share the same layout: a two-pane screen with customer segments listed as cards on the left, and the alert configuration for the selected segment on the right. If no segments exist, the left pane shows a single All Customers card, which is the only alert available for that event. Selecting a segment card opens its configuration on the right: a required Sender, a required Email Template, a read-only Attach Invoice indicator (the invoice attaches automatically to these two events), optional CC and BCC recipients, and a live preview of the resulting email with a link into the underlying template.

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Invoice Due (Invoice Reminders)

This event supports multiple reminders per segment, shown across two timelines: one anchored before the due date, and one for overdue payments after the due date. Each reminder is configured with a number of days offset from the due date, a required Sender, a required Email Template filtered to templates of type Payment Reminder, and optional CC and BCC. Segment cards in the left pane can be reordered by drag and drop. Zenskar evaluates segments top to bottom for reminder targeting, so order matters, subject to the backend limitation described above. Each reminder can be turned on or off with a toggle, edited, or deleted. Deleting a reminder takes effect immediately, with no confirmation step and no way to undo it.

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Adding a segment from Invoice Reminders

Invoice Due (Invoice Reminders) has an Add Segment option that allows selecting an existing segment or creating a new one inline, without leaving Email Alerts. This option is not available on Invoice Generation or Invoice Approval; segment selection there is limited to segments already created elsewhere, for example under the Segments tab.

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2. How-to guides

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Configure the Invoice Generation or Invoice Approval alert

1. Go to Communications > Email Alerts, and select On Invoice Generation or On Invoice Approval.
2. Select a segment card in the left pane, or All Customers if no segments exist.
3. On the right, set Sender and Email Template, both required, and optionally CC and BCC.
4. Review the live preview, and use its link to open the template editor if the content needs changes.
5. Save.

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Add a reminder to Invoice Due (Invoice Reminders)

1. Go to Communications > Email Alerts, and select On Invoice Due.
2. Select a segment in the left pane.
3. On the before-due-date or after-due-date timeline, add a reminder, and set the days offset, Sender, and Email Template, filtered to Payment Reminder templates.
4. Optionally add CC and BCC.
5. Save.

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Reorder segments for Invoice Reminders

Drag a segment card in the left pane to change its position. Segments are evaluated top to bottom for reminder targeting.

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Add a segment from Invoice Reminders

On Invoice Due (Invoice Reminders), use Add Segment, then either select an existing segment or create a new one without leaving the screen. This option is not available on Invoice Generation or Invoice Approval.

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Turn a reminder on or off, edit it, or delete it

Use the toggle on a reminder card to turn it on or off without losing its configuration. Use Edit to change its settings. Use Delete to remove it permanently; this takes effect immediately, with no confirmation step.

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Troubleshooting

• Add Segment is missing on Invoice Generation or Invoice Approval: this option exists only on Invoice Due (Invoice Reminders). Create or manage segments from the Segments tab instead.
• Email Template dropdown is empty on an Invoice Due reminder: the dropdown only lists templates of type Payment Reminder. Create one under Email Templates first.
• A reminder disappeared unexpectedly: reminder deletion has no confirmation step, so an accidental click removes it immediately. Recreate the reminder with the same offset, sender, and template.
• Attach Invoice cannot be turned off for Generation or Approval alerts: this field is read-only by design for these two events, since the invoice always attaches.
• A segment-specific alert does not seem to apply: this matches a known backend limitation. Only the All Customers segment’s configuration is currently honored when emails are sent, regardless of what other segments are configured with.

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3. Reference

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Location

Communications > Email Alerts.

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Invoice events

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Fields (Invoice Generation and Invoice Approval)

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Fields (Invoice Due, Invoice Reminders)

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Reminder card actions

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Known limitations