Thank-you email when a client pays
A thank-you email when a client pays covers the post-payment follow-up message, a 14-day pause, and a referral ask that goes out after the invoice is settled.
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The invoice gets paid, and then the follow-up either happens or it doesn’t. This thank-you email when a client pays automation handles that moment with three steps: a thank-you note, a 14-day wait, and a short referral ask, so the wording and timing don’t get rebuilt each time.
The first email thanks the client right after payment, then the automation pauses for 14 days before it sends the final message asking “who else they know”. The whole sequence runs inside Plutio, which means the only setup the automation needs is an email address on the invoice.
- Trigger Runs when an invoice is paid, so the sequence starts from payment status rather than a manual send.
- Thank the client Sends the first email immediately after payment; you edit the message to match your voice.
- Wait 14 days Holds the follow-up for 14 days before the last email goes out.
- Ask who else they know Sends a referral ask as the final email, using the exact wording you set.
After you add the automation, it triggers when an invoice shows as paid, sends the first email, waits, and then sends the referral email. Payment and status come from your invoices, so the automation fires off the same event every time.
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Every step, in order
Plutio runs these 3 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Invoice is paid
- Thank the client
- Wait 14 days
- Ask who else they know
What happens when you install it
- This automation is copied into your workspace with all 3 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Freelancers and studios who invoice clients for services and want the post-payment thank-you and referral follow-up to happen automatically.
Questions about this automation template
How do you write a thank-you email after a client pays an invoice?
A thank-you email after payment confirms the payment is received and shows appreciation, without adding new requirements. This automation sends that email automatically when the invoice is marked paid, and you can edit the wording before you turn it on.
When should you send a thank-you email after payment?
A thank-you email usually goes out right after the payment clears, while the moment is still fresh. This automation sends the thank-you email on the paid event, then waits 14 days before the next message.
How do you ask a client for referrals after they pay?
A referral ask works best when it’s short and specific, so the client knows what kind of introduction helps. This automation sends a referral email 14 days after payment with the question “who else they know” as the prompt.
What do you need to run an invoice-paid follow-up email?
An email address on the invoice is required so the automation has somewhere to send the messages. Every step runs inside Plutio, so no third-party account is needed.
Will the emails send if the invoice doesn’t have an email address?
No, the automation needs an email address on the invoice to send any email. Adding the email to the invoice record is the key requirement for the sequence to work.
Can you change the timing between the thank-you email and the referral ask?
This template includes a 14-day wait between the two emails. You can edit the automation steps in your workspace if you need a different delay.
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