What emails do my clients and I get?
Your clients get your quotes, invoices and receipts. You hear when you’re paid, and what matters. Some can be turned off.
Your clients get
- Your quotes and invoices
- From your business’s name, with the PDF and the link to accept or pay. Replies come to you.
- A receipt
- From your business when they pay: by card automatically, and when you mark an invoice paid, if you choose to email one.
You get
- You’ve been paid
- When a client pays an invoice online.
- Deposit paid
- When a client pays a quote’s deposit online.
- Milestones
- Card payments ready, your first accepted quote and your first payment.
- Always
- A payment that failed, a payout that didn’t arrive, changed bank details, a proof of payment, a client’s reply, your team and your plan.
The account owner can turn off When a client pays online, or Milestones, in Settings → Preferences → Emails to you. There too: tips and news about TCG Invoice, which come only if you say yes. Your copies of the emails TCG Invoice sends to clients for you: Settings → Invoices & quotes → How you send → Emails from, Copy to me under TCG Invoice, to the email you sign in with. Copies of the emails your team sends always come to you. An email from your own address or your Gmail is in its Sent folder already.
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