Anchor’s email notification system aims to help you automate billing and collections by making sure that your client is notified whenever they need to take action and in case of changes.
Often, Anchor sends reminders and follow-ups, which are meant to ensure your client is notified of important updates or requests.
Below is a list of triggers that set in motion an email notification as well as details regarding the email and its sequence. Each email reminder is sent 2 days after the previous email.
Additionally, when a proposal is sent, and if a phone number is provided, clients will receive 2 SMS notifications reminding them to approve it.
What triggers the email? | Email context | Including reminders? |
New proposal sent to client | When you send your client a proposal, an email sequence is triggered to make sure your client approves the proposal. | 2 reminders |
Proposal is approved | Whenever a proposal was approved by your client, an email is sent to confirm the approval. | - |
Micro-deposit initiated | Helps the client understand the micro-deposit process and provides instructions on how to complete it. | 1 reminder |
Agreement amended (even if changes are not required) | Notifies the client of any agreement amendments whenever changes are made. | 1 reminder |
Adding/removing a one-time charge | Specifies the charge details and provides a clear call to action to approve the charge. | 1 reminder |
Adding credits | When an account is credited, the client will be notified and directed to the credit to view the amount. | - |
Agreement termination | Notifies the client when an agreement has been terminated. | - |
Invoices & Payments
Upcoming payment | Sent in advance of an upcoming payment notifying the client of payment about to be charged. | - |
Invoice issued | When a new invoice has been issued, the invoice’s details will be shared. | - |
Approve payment - if invoice requires approval | If the invoice requires client approval, an email will be sent to the client requesting they approve the payment. | 1 reminder |
Missing payment method | Informs the customer they are missing a payment method and directs them to Anchor's payment method section. | - |
Payment is processed (CC/ACH) | When a payment has been processed, the client will be notified of the amount and payment details. | - |
Payment requires authorization (cc only) | Due to 3D Secure, the customer is notified that they need to reauthorize their CC payment.
* 3D Secure allows clients to request authentication methods for online transactions.
| - |
Payment unsuccessful/successful after attempts to charge | Notify the client in the event that payments were not received during attempts to charge or if the payment was successfully charged. | - |
Payment failed | A final email will inform the client if several attempts to charge have failed. | - |