To manage auto-replies, you need at least administrator rights at administration level.
How do I set up an auto-reply?
Go to the administration settings via the gear icon in the top right.
Click on the 'Messages' tab and go to the 'Auto-reply' section.
Type your message in the text field. This field is required.
Optionally enter a start date and/or end date:
Start date: Leave this empty to activate the auto-reply immediately after saving.
End date: Leave this empty to keep the auto-reply active until you update or remove it yourself.
Choose how customers who send a message via the invoice portal will see the auto-reply (see the explanation below).
Click 'Save changes' to activate the auto-reply.
Only one auto-reply can be active per administration at a time.
How does the customer see the auto-reply?
How the customer receives the auto-reply depends on how they sent their message:
Outside the invoice portal (via email): the auto-reply is sent as an email.
Via the invoice portal: the toggle 'Show message as notification in debtor portal' determines how the auto-reply is displayed:
Toggle on (default): the customer sees the auto-reply as a notification at the top of the timeline in the portal.
Toggle off: the auto-reply appears as a regular sent message in the timeline, just like a normal reply, but no email is sent.
Tip: Not sure what to choose? Leave the setting on. The customer will then see the reply as soon as they open the invoice portal.
How do I turn off an auto-reply?
Go back to the 'Messages' tab in the administration settings. Click the red 'Delete' button next to the active auto-reply. The reply will be deactivated immediately.
