When a customer makes a payment on their account, sending an immediate email follow-up with a thank you and receipt link can go a long way. Here is an example of how you can set something like this up.

In short, we are going to create a new Sequence Automation that has a few different triggers that fire different actions based on the method that the customer used to make a payment.

First off, I would go to Marketing > Email Templates so that we can create/edit a template to fit this automation exactly. Here is a new template that I created just for this automation:

Once we have an email template created, we can go to Marketing > Automations > Sequence Automations.

Once we are there, we are going to want to set up an automation that looks like this:

This automation means that if an invoice is paid in full or in partial, or a payment in general was made, then our new template will be emailed to the customer.

This is just an example of one of the hundreds of ways that you could use Sequence Automations to automatically follow up with your customers. Feel free to work with it and edit the automation to suit your business.