Sending Manual Emails

Chargebee allows you to create and edit email notifications to suit your business requirements. These email notifications can be sent in bulk to all customers or to a filtered segment using the Chargebee app. To make things easier, each major section in Chargebee—such as the Customer, Subscription, and Invoice pages—will display the set of emails that can be manually triggered from that particular page. The custom emails you create will also be listed under these pages. You can select customers and send emails with a single click.

The above video shows how to create manual emails using the Classic UI. If you are using the Leap UI, use the Email Customers option in the Customer Details page.

Adding Notes in Emails

Chargebee allows you to add customized notes for individual customers when you request them to add a payment method, send an invoice, or send credit notes. Watch the visualization below to see how this is done.