ClippingCash emails your customers on your behalf: quotes, invoices, statements, notifications. Email settings is where you manage the templates, the preferences, and the delivery logs.
1 Open email settings
Go to Email settings. The page covers three things: email templates, preferences, and delivery logs.
2 Edit your templates
The templates are the wording customers actually receive. The defaults are perfectly serviceable, but they are generic, and a few minutes editing them is one of the cheapest bits of polish available to a small operator.
Worth doing:
- Say the business name the way customers say it.
- Add one line about how to reach a human, because the most common reply to an automated email is a question.
- Keep it short. People read invoice emails on a phone, standing up.
Send yourself a test after any edit. A template with a broken sentence goes to every customer you have, and you will not see it because you never receive your own invoices.
3 Check the delivery logs
This is the part that earns its keep. The delivery logs tell you whether an email actually went out.
When a customer says they never got the invoice, the log settles it in seconds. Either it was sent, and the conversation becomes “check your spam folder”, or it was not, and you have found a real problem.
Do not argue with a customer about whether an email was sent before you have looked. It is a short walk to the log, and being wrong out loud costs more than the check.
4 Why emails go missing
The two usual causes, in order:
Spam filtering. Automated mail with a payment link is exactly what spam filters are suspicious of. Ask customers to whitelist you, particularly business customers with strict filters.
A wrong address. A typo in an email address means every email to that customer silently vanishes. If the log shows repeated failures for one customer, the address is the first thing to check on their record.
5 How this connects to invoicing
Email settings control the wording and give you the logs. When and how invoices go out is set separately on the invoice automation screen, covered in set up payment reminders: delivery mode, delay, batching, payment links, branding.
Both matter. Good wording that never sends is useless, and reliable sending of a confusing email just generates phone calls.