[{"data":1,"prerenderedAt":416},["ShallowReactive",2],{"help-\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails":3,"help-nav":201,"help-surround-\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails":411},{"id":4,"title":5,"body":6,"category":191,"description":192,"extension":193,"icon":194,"meta":195,"navigation":196,"path":197,"seo":198,"stem":199,"__hash__":200},"help\u002Fhelp\u002F06.payments\u002F6.automatic-payment-emails.md","Automatic payment emails & reminders",{"type":7,"value":8,"toc":182},"minimark",[9,28,35,40,43,79,89,93,100,114,117,121,133,139,143,159,163,173],[10,11,12,13,18,19,23,24,27],"p",{},"Even with the ",[14,15,17],"a",{"href":16},"\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","pay-to-unlock gate"," off, Eave can email clients a pay link for you — when the inspection is created or when the report is published — and keep reminding them until they pay. You configure this under ",[20,21,22],"strong",{},"Settings → Account → Payments"," → ",[20,25,26],{},"Automatic payment emails",".",[10,29,30],{},[31,32],"img",{"alt":33,"src":34},"Automatic payment email settings","\u002Fhelp-media\u002Fpayments-settings-notifications.png",[36,37,39],"h2",{"id":38},"when-to-email-clients-to-pay","When to email clients to pay",[10,41,42],{},"Choose the timing that fits how you work:",[44,45,46,58,69],"ul",{},[47,48,49,52,53,57],"li",{},[20,50,51],{},"When the report is published"," ",[54,55,56],"em",{},"(default)"," — the pay link goes out with the finished report.",[47,59,60,63,64,68],{},[20,61,62],{},"When the inspection is created"," — ask for payment up front. If the inspection has an ",[14,65,67],{"href":66},"\u002Fhelp\u002Fagreements\u002Foverview","agreement",", the pay email is held until the client signs, so they're never asked to pay before they've agreed.",[47,70,71,74,75,27],{},[20,72,73],{},"Never — I'll ask manually"," — no automatic email; you send the link yourself from the ",[14,76,78],{"href":77},"\u002Fhelp\u002Fpayments\u002Fcollecting-payment","Payment card",[80,81,82],"note",{},[10,83,84,85,88],{},"Automatic pay emails only go out when payment is actually collectible: your Stripe account can take charges, the inspection has a fee, and it isn't already paid. They're sent to the ",[20,86,87],{},"client(s) with an email"," — not the buyer's agent or other report recipients.",[36,90,92],{"id":91},"reminders","Reminders",[10,94,95,96,99],{},"Turn on ",[20,97,98],{},"payment reminders"," to automatically re-send the pay email while the inspection is still unpaid. You control:",[44,101,102,108],{},[47,103,104,107],{},[20,105,106],{},"Days between reminders"," — how long to wait before the next nudge.",[47,109,110,113],{},[20,111,112],{},"Maximum reminders"," — a cap so clients aren't emailed indefinitely.",[10,115,116],{},"Reminders stop as soon as the inspection is paid (or the cap is reached).",[36,118,120],{"id":119},"set-the-timing-per-inspection","Set the timing per inspection",[10,122,123,124,127,128,132],{},"The setting above is your ",[20,125,126],{},"default"," for new inspections. When you ",[14,129,131],{"href":130},"\u002Fhelp\u002Finspections\u002Fadd-inspection","create an inspection",", you can override the pay-email timing for that one inspection — handy when a particular job needs payment up front or no automatic ask at all.",[10,134,135],{},[31,136],{"alt":137,"src":138},"Choosing the payment prompt when creating an inspection","\u002Fhelp-media\u002Fpayments-add-inspection-notification.png",[36,140,142],{"id":141},"organization-defaults","Organization defaults",[10,144,145,146,150,151,154,155,158],{},"If you're part of an ",[14,147,149],{"href":148},"\u002Fhelp\u002Forganization\u002Finviting-members","organization",", the org can set a default for these payment-email settings, and each member inherits it until they customize their own. On your personal Payments settings you'll see whether you're using the org default (or the built-in default) with a ",[20,152,153],{},"Customize"," button to override — and a ",[20,156,157],{},"Reset"," button to go back to inheriting.",[36,160,162],{"id":161},"asking-manually-anytime","Asking manually anytime",[10,164,165,166,169,170,27],{},"Regardless of these settings, the inspection's Payment card has a ",[20,167,168],{},"Remind client to pay"," button that re-sends the pay email on demand. See ",[14,171,172],{"href":77},"Collecting payment on an inspection",[80,174,175],{},[10,176,177,178,181],{},"If you have ",[20,179,180],{},"Require payment to view report"," turned on, the automatic \"on publish\" pay email is skipped — the published-report email already carries a pay button, so clients aren't emailed twice.",{"title":183,"searchDepth":184,"depth":184,"links":185},"",2,[186,187,188,189,190],{"id":38,"depth":184,"text":39},{"id":91,"depth":184,"text":92},{"id":119,"depth":184,"text":120},{"id":141,"depth":184,"text":142},{"id":161,"depth":184,"text":162},"Payments","Have Eave email clients a pay link automatically, and follow up with reminders until they 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