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This configuration sets the number of days before the credit card expires to trigger the email to send. You can enter multiple numbers in this field, if they are separated by a comma. For example, if the numbers in this field are set to 30, 15, 9, then your customers will receive the first notification of their credit card expiring when it expires in 30 days. They will then receive two more email notifications, on days 15 and 9.

Setting this configuration to ‘yes’ will enable the email notifications to be sent. When it is set to ‘no’, your customers will not receive the Credit Card Expiring Notification email.

The configuration is enabled by default. The system will automatically send an email to the Vendor Contact when a PO is created and approved. Set to No to disable the system from automatically sending an email. You can always manually send a PO to the vendor for their approval.

Automatically send invoices by email to contacts who are subscribed to electronic email.  The system will send the invoice using the general invoice email template.  The system will send the email if the invoice date is within 7 days of today, and the invoice has never been sent.

You can disable the auto-send features on individual invoice templates if you want to send the invoice automatically to some groups but not others.

Send a notification to a sales rep when their customer goes into collections. Customers go into collections when they have an invoice past the AR threshold.

Send e-mail notifications prior to invoice due date. The system will use the Payment Due email template and the Invoice Due Reminder Days configuration to determine when to send the email.

Set the number of days before the invoice due date to send the payment due reminder. You can enter multiple days in the configuration. You must enable the Send Invoice Payment Reminder Email configuration in order for the system to send the emails.

Send an email to the customer when their invoice is past due. The system will send the Payment Reminder email. Update the Invoice Past Due Reminder Frequency configuration to determine when the email gets sent.

Send past due reminder e-mail every X days if still past due. For example, if you set it to 5, the system will send an email every 5 days to the customer until they pay the invoice.

You can disable automated reminders at the company level.

Send e-mail notifications prior to the subscription invoice due date. The system will use the Subscription Invoice Due email template and the Subscription Payment Due Reminder Days configuration to determine when to send the email.

Set the number of days before the invoice due date to send the subscription invoice due reminder. You can enter multiple days in the configuration. You must enable the Send Subscription Invoice Payment Reminder Email configuration in order for the system to send the emails.

Send an email to the customer when their invoice is past due. The system will send the Subscription Invoice Payment Due Reminder email. Update the Subscription Invoice Due Reminder Days configuration to determine when the email gets sent.

Days after subscription payment is due to send the Subscription Invoice Payment Due Reminder email.

Send payment notification e-mail to your customer when electronic payment is processed. The system will send the email to the contact on the payment method if specified or the billing contact. Update the Electronic Transaction Receipt template before enabling this feature.

Choose whether or not to include the invoice as a PDF attachment in the e-payment emails.

Send consolidated Credit Card transaction summary email at the end of each day to the E-Transaction Email email.

Include email address you want to be CC'd on all invoice emails that go to customers. You can add multiple emails into the configuration by separating them with a semi-colon.

Send consolidated ACH transaction summary email at the end of each day to the E-Transaction Email email.

Your business email address for the finance department.

The finance email will also receive an email notification when a contact updates their credit card information through the Client Center.

Receives email notifications when an order is awaiting Finance Approval.

Receives email notification when users click "Submit to Finance" on the Sales Rep Commissions Report.

The email for the Accounts Receivable department.  The AR Email will show up on your invoice email templates if you add the ##AR_EMAIL## tag. The AR Email is also used for Automated Payment Reminder and Past Due Payment Reminder emails, as well as payment reminders that are sent manually by a user.

The email for the Accounts Payable department. The AP Email will display on AP email templates and will receive PO notifications.