Notifying customers of credit notes can be managed both automatically and manually in CommBilling. Keeping customers informed not only helps maintain transparency but also improves their experience with your business.
Here’s how to set up and use both notification methods.
Automated Notification
- Go to Settings in CommBilling.
- Click on the Email tab and scroll down to the Automation section.
- Locate the option to automatically send emails for generated credit notes and activate the trigger.
- Once activated, an email notification will be sent to the customer as soon as a credit note is issued, with details about the refund.
This automatic notification ensures customers receive timely updates without requiring manual intervention.
Manual Notification
- After creating a credit note, go to the Credit Notes section.
- In the Actions column next to the specific credit note, click Send Email.
- CommBilling will immediately send an email to the customer, providing details about the credit note.
Using the manual option allows you to selectively send notifications for specific credit notes, giving you control over each instance.
By enabling either the automatic or manual notification method, you ensure that customers are kept informed of their refunds, enhancing clarity and trust in your business transactions.