{"id":18090,"date":"2022-05-21T04:22:16","date_gmt":"2022-05-21T04:22:16","guid":{"rendered":"https:\/\/synder.com\/help\/?p=18090"},"modified":"2026-03-16T18:45:59","modified_gmt":"2026-03-16T18:45:59","slug":"how-to-send-thank-you-emails-to-your-clients","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-send-thank-you-emails-to-your-clients\/","title":{"rendered":"How to Send Thank You Emails to Your Clients"},"content":{"rendered":"\n

Cases it may cover:<\/strong> If you want to notify customers upon the due date, or thank them for their purchase.
How it works:<\/strong> Create a smart rule to instantly send a thank-you email to your clients.
Note:<\/strong> Smart rules to send thank you emails are available for QuickBooks Online users only.<\/p>\n\n\n\n

  1. Go to your Synder company \u2192 click on the Smart rules<\/em> tab on the left-side menu \u2192 hit Create rule<\/em>;<\/li>
  2. Select Invoice <\/em>as a trigger \u2192 choose Sent<\/em>;<\/li>
  3. Click on Action <\/em>\u2192 select the nearest block;<\/li>
  4. Under the Create\/Edit section, select Email <\/em>\u2192 Customer <\/em>\u2192 Current customer<\/em> \u2192 enter the Email subject<\/em> \u2192 your message \u2192 select Attach PDF QuickBooks Invoice<\/em> if needed and click on Save and close<\/em>. <\/li><\/ol>\n\n\n\n
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    From now on, your clients will be automatically notified once invoices are sent from Synder\u2019s side.<\/p>\n\n\n\n

    Reach out to the Synder team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n

    Learn ‘Why do I have pending transactions in a Daily Summary?’ with Synder<\/a>.<\/em><\/p>\n\n\n\n