Choose when the email goes out
You can send a payment receipt from the invoice in Newie. Use a Payment Paid email for your own message; it also runs for renewals and instalments. For BECS Direct Debit, it waits for bank confirmation.
Write and send the email
You’ll need a Gmail or Google Workspace account and Newie connected to Zapier.- Create a Zap with the Newie event above. Filter by Offering ID if the message is for one service. For one-time onboarding, add a repeat-action check before using a recurring payment trigger.
- Connect Gmail and choose Send Email.
- Set To to the customer’s usable email address. Send from the connected Gmail account or an alias already configured in Gmail, and choose a recognizable sender name and reply address.
- Write the subject and body, inserting the customer’s name and service details from Newie where useful. For a payment follow-up, include the service name and invoice amount so the customer can identify the payment.
- For an HTML email, set Body Type to html. Send a test to yourself and check the wording, inserted fields, links and reply address before turning on the Zap.
