Email Automation

Reminders that run themselves

Configure your rules, set the tone, and let Solido handle the follow-ups. You stay in control of every email.

AUTOMATED REMINDERS

Set your reminder schedule, then let it run

You create the rules, and Solido sends the emails. A gentle nudge a few days before an invoice is due, or a series of follow-ups after it becomes overdue. You decide what makes sense for your business.

What you can configure:

Days before or after due date. Emails can be sent any number of days before or after an invoice is due
Time of day. Choose when reminders go out
Days of the week. Choose which days reminders will send
Turn rules on or off. Adjust as your process changes

AI-GENERATED EMAILS

Professional emails without the effort

Solido generates reminder emails based on the rules you configure. Instead of editing templates, you set parameters like tone and structure, and Solido composes appropriate emails with the relevant invoice details attached.

How it works:

Set the tone. Choose how formal or friendly each reminder stage is
Define the structure. Specify what information to include
Invoice details included automatically, including amount, due date, and invoice number
Different settings per stage. First reminder gentle, later ones more direct
Consistent but not robotic. Emails vary naturally while following your rules

MANUAL EMAIL CREATION

Send personal follow-ups when you need to

Automation handles routine follow-ups, but sometimes you want to write something specific. Solido makes it easy to compose a direct message to a particular client about a specific invoice.

What you can do:

Choose the contact and invoice. Solido shows their outstanding invoices
Format your message. The text editor makes formatting easy
Write or generate. Write your own or let Solido draft it for you
Set timing. Send immediately or schedule for later
Attach the invoice. Automatically included with your message

EMAIL SETTINGS

Fine-tune every detail

Control the language, timezone, send schedule, and template settings for all your automated communications. Every aspect of your email workflow is configurable.

What you can customise: