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I can offer my experience here. I started off using Scheduled Reminders as an automated invoice and used tokens as you suggest for member specific details for the recipient. However I found that increasingly organisation would not accept an email based invoice and required an invoice in the form of a PDF attachment, even if the email invoice contained all ...


1

Scheduled reminders should provide you the required functionality. Administer -> Communications -> Schedule Reminder You should be able to set up the required reminders from there. Hopefully it's pretty self explanatory - however there is more information here: https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/#using-scheduled-reminders-...


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