New answers tagged invoice
3
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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