Articles on: Fordeer PDF Invoice

How to send thank you note (send invoices to customer manually)?

Fordeer hello to you! 😃

Sending invoices manually to your customers post-purchase offers numerous benefits. It not only confirms the transaction details but also enhances customer relations by acknowledging their purchase.

Additionally, it provides a personal touch, potentially increasing customer loyalty and satisfaction.

Here’s a step-by-step guide on how to send a personalized thank you note to your customers:

Navigate to the Orders section in the sidebar menu.
Choose the specific order for which you want to send the thank you note.


Click on Send thank you button.


Customize Your Message: A modal will appear where you can tailor the content of the thank you note. You have the flexibility to modify the message, add email CC & BCC, and even attach files as per your requirements.
Send Your Note: After customizing, click Submit to successfully dispatch your personalized invoice and thank you note to the recipient.


By following these steps, you can effectively communicate with your customers, making them feel valued and appreciated.

Key Point to Remember:

To streamline the process and ensure efficiency, the invoice is automatically attached to your emails. Due to this feature, there is no need to manually add the invoice in the file attachment section of your email.

Besides, you can edit the default content of the thank you note on the go or on Thank you note section on Automation email. This will apply to all future email's content. Check out this helpdesk article to find out how to do it.

If you want to skip the manual work! Fordeer's Email Automation features can automatically send invoices with your personalized thank you note. You can read out this helpdesk here to know how to create an email automation campaign on our app.


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Updated on: 03/07/2024

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