Product Documentation

Context

ProAbono aims to simplify your support team’s life by enabling the automatic sending of email(s) to your customers in response to certain events.

List of Available Automatic Emails

Regarding Invoicing

• New Invoice – Automatic Collection
  Sent to the customer when a new invoice is issued, specifying the automatic collection date.
  The invoice is attached to this email in PDF format.
• New Invoice – To be Paid
  Sent to the customer when a new invoice is issued with an offline payment method.
  The invoice is attached to this email in PDF format.
• New Invoice – Paid
  Sent to the customer upon confirmation of payment for an existing invoice or when a received payment results in a new invoice.
  The invoice is attached to this email in PDF format.
• Invoice – Auto Payment Failure
  Sent to the customer to inform them to rectify a invoice that has transitioned to “Auto Payment Failure” status.
  (All attempts at automatic collection for this invoice have failed)
• Invoice – Secure Payment Required
  Sent to the customer requesting direct payment of their invoice from their customer space.
• Invoice – Overdue
  Sent to the customer if an invoice remains unpaid for 60 days.
• Invoice – In Dispute
  Sent to the customer when an invoice is disputed, either initiated by the customer or their bank.
• New Credit Note – Paid
  Sent to the customer to provide them with a paid credit note.
  The credit note is attached to this email in PDF format.

Regarding Subscriptions

• Subscription Interrupted – No Payment Method Defined
  Sent to the customer to inform them of the interruption of their subscription and request them to update their payment information.
• Subscription Interrupted – Payment Default
  Sent to the customer to inform them of the interruption of their subscription due to payment defaults.
• Subscription Canceled
  Sent to the customer to inform them of the definitive cancellation of their subscription.
• Subscription Canceled at Renewal
  Sent to the customer to confirm the processing of their subscription cancellation request and indicate the termination date of their ongoing subscription.
• Subscription Ended
  Sent to the customer to inform them that their subscription has reached its end.

Regarding Payment Failures

• Card Expiring Soon
  Sent to the customer to inform them that the expiration date of their credit card is approaching.
  (Up to 3 emails: 30, 7, and 1 days before the expiration date).
• Expired Card
  Sent to the customer to inform them that their payment method is no longer valid.
• Defective Payment Method
  Sent to the customer to notify them that their payment information is defective and prompts them to update it.
  Defective means that ProAbono can no longer use this payment method (e.g., stolen or lost credit card, card opposition, invalid SEPA mandate, etc.)
• Payment Method: Insufficient Funds
  Sent to the customer to inform them that a collection has failed due to “Insufficient Funds” and requests them to fund their bank account.