How to send a thank-you email after payment
Automatically thank clients when they pay and ask for a review when the job is done.
A quick thank-you after a payment goes a long way. It shows professionalism, builds trust, and — if you add a review request at the end of the job — drives referrals on autopilot.
Create a new workflow
Go to Workflows and click New Workflow. Name it "Thank You After Payment" or "Payment Confirmation + Review Request".
Set the trigger
Choose the trigger When an invoice is paid. This fires every time an invoice is fully paid — whether through Stripe or a manually recorded payment.
Add the thank-you email
Click Add Step and choose Send Email. Set the recipient to the client. Write a warm, short message: "Thank you for your payment! We appreciate your business and are excited to keep things moving on your project."
Add a review request for the final invoice (optional)
Want to ask for a Google review when the job wraps up? Add a Condition step to check if this is the final invoice on the project. Under the "Yes" branch, add a Wait step (7 days is a good buffer), then add another Send Email with your review request and a link to your Google Business profile.
Save and enable
Click Save and toggle to Enabled. Every paid invoice now triggers a thank-you automatically.
This small touch makes a huge difference for referrals. Contractors who ask for reviews at the right moment (right after a successful project) get significantly more 5-star reviews than those who don't ask at all.
What happens next
- Every client who pays gets an immediate, professional thank-you email
- If you set up the review request, clients on completed projects get a gentle nudge a week later
- You build goodwill without remembering to send a single email
- Your Google reviews grow on autopilot