Emails

Advanced Billing provides configurable email settings that allow you to control billing notifications, renewal reminders, Subscription communications, and Customer email templates. From the Email tab in the Config section, you can enable, customize, and manage email cadence by product, ensuring Customers receive timely and relevant billing communications.

For information about customizing templates, see HTML Emails.

Product-Specific Email Notifications

When enabling email settings, you can select which products trigger email notifications. Emails are sent only for the selected products.

• BCC Email Settings
• Sign-up Emails
• Customer Receipt Emails
• Card Expiration Emails
• End of Trial Emails
• Upcoming Invoice Emails
• Cancellation Emails
• Term Renewal Emails
• Update Payment Request Emails

BCC Email Settings

The BCC Email Setting allows you to send a blind copy of Customer emails to one or more internal email addresses. Toggle this setting on or off and enter multiple email addresses separated by commas.

This setting does not cover dunning/retry emails; those are managed in Retries & Dunning.

Signup Emails

Send notifications when a Subscription is created. Configure emails to Customers, internal users, or both. Apply settings to all products or selected products.

Enable Signup Email notifications

Customer Receipt Emails

Configure whether Customers receive receipt emails after billing events. Apply to all products or selected products. Templates are customizable.

Enable or disable Receipt Emails

Card Expiration Emails

Notify Customers when their payment method is about to expire. Notifications are sent three times during the expiration month, on the first, fifteenth, and approximately seven days before month end.

Enable or disable Card Expiration Emails

Example Card Expiration Email

End of Trial Emails

Send automated notifications before a trial Subscription converts to paid. Set the number of days prior to trial end, default is three days. Configure per product or for all products. Templates are fully customizable.

Enable or disable End of Trial EmailsCancellation Emails

Upcoming Invoice Emails

Notify Customers before a Subscription renews. Configure email timing globally or by product and product price point. You may create multiple timing rules.

To create a custom rule:

1. Click Add Custom Rule.
2. Select a product and applicable renewal periods.
3. Enter the number of days before renewal.
4. Click Save Rule.

If Upcoming Invoice Emails are disabled, the “upcoming renewal notice” event is still generated using the configured default timing.

Renewal Email Safeguards

1. No renewal email or activity event is sent if the next billing date is less than 18 hours away.
2. If an email was already sent for a renewal date, modifying timing rules does not trigger duplicate emails.
3. Product-specific rules override “All Products” rules.
4. Switching between global and product-specific settings does not generate duplicate emails for the same renewal date.

Cancellation Emails

Automatically send a confirmation email when a Subscription is canceled. Configure this setting for all products or selected products. You can also customize the email template.

Enable or disable Cancellation Emails

Term Renewal Emails

Enable this option to send confirmation that a Subscription Term has renewed. This is good for annual/term-based plans where Customers expect renewal notice.

You have the option to send to Subscribers of all products or of only the products you choose.

Update Payment Request Emails

This template supports payment update requests you initiate; for example, from a Subscription's payment details workflow. Use this when asking Customers to update a card or billing information securely. These are generally request-triggered and not sent automatically on a schedule.

HTML Emails

If you plan to use HTML layouts in your email templates, review the required formatting guidelines here. Following these requirements ensures your email layout renders correctly in Advanced Billing.

Related article: HTML Emails

Payment Method Emails

ACH Authorization Agreement Email

Available for sites using Authorize.Net or Stripe with ACH enabled. Sends a copy of the authorization agreement after a Customer adds a bank account using the self-service page.

Bank Account Verification Email

Available for sites using Stripe with ACH enabled. Sends a request for Customers to verify their bank account.

Update Payment Request Emails

Customize the email template requesting Customers to update payment details. These emails are sent manually, for example, from a Subscription’s payment details page.

Edit the Update Payment Request Email

Direct Debit Instruction Email

Customize the Direct Debit Instruction email template. Available for sites using GoCardless with the Becs NZ Scheme enabled in the Direct Debit settings.

Prepaid Subscription Payment Receipt Emails

When enabled, this receipt email applies to prepaid Subscriptions instead of the standard receipt email. Available for Relationship Invoicing sites with prepaid Subscriptions enabled.

Suspended Prepaid Subscription Emails

Send an email when a prepaid Subscription is suspended due to a depleted prepayment balance. Available for Relationship Invoicing sites with prepaid Subscriptions enabled.

Reactivated Prepaid Subscription Emails

Send an email when a suspended prepaid Subscription is reactivated. Available for Relationship Invoicing sites with prepaid Subscriptions enabled.

Invoice Email Template

By default, Customers receive a summary of the Invoice with a link to the Advanced Billing hosted Invoice page. You can customize the template content.