Email and Notifications
Automated emails for document events with customizable templates, phased reminders, activity tracking, and CC recipients.
Inzo sends automated emails for document events such as invoices sent, payment receipts, estimate sharing, and purchase order alerts, using customizable templates, configurable reminder schedules, and email activity tracking.
How it works
Inzo detects document events automatically and triggers the matching email. You customize the email templates with your messaging and branding, then configure phased reminder schedules for follow up. Each email is tracked so you can see delivery and engagement history per document.
Key capabilities
- Automated emails triggered by document events: invoice sent, payment received, estimate shared, and purchase order events.
- Customizable templates for subject lines, greetings, and body content with consistent branding.
- Phase based reminder schedules that escalate follow ups over time.
- Email activity tracking showing when emails were sent and delivered.
- Automatic PDF payment receipt generation and delivery when payments are recorded.
- CC recipient management to include additional stakeholders on notifications.
Tips
Use phased reminder schedules to follow up on unpaid invoices automatically, so collection communication stays consistent without manual tracking.