Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Emails Sent to Customers
Newie sends emails to customers at key moments. Some are triggered automatically by the system, while others are sent only when you action them manually from the Newie app.
| Email | When Sent | What It Contains |
|---|
| Purchase Confirmation | After a successful subscription, one-off purchase, or installment plan purchase | Purchase summary, receipt link, Customer Manage Link for the purchase, signed agreement when Terms of Service is enabled, and any included digital download link |
| Welcome Email | Immediately after purchase (if you configured one) | Custom message with links, next steps, onboarding info, forms, booking links, or app and portal links. Customer can reply directly to your email |
| New Chat Message | When you send a message to a customer who does not yet have the app | Email letting the customer know you have sent them a message |
| Receipt | When actioned by you | Payment details and amount |
| Failed Payment | When a payment attempt fails and the related invoice becomes overdue | Customer Manage Link so the customer can manage the purchase, update payment method, and retry where available. Newie sends the failed-payment email and notification when the payment first fails. If Auto Retry is active and a later retry attempt fails, Newie sends a notification for that failed retry, but not a separate customer email. |
| Subscription Paused | When a subscription is paused | Confirmation that the subscription has been paused, with the pause end date |
| Subscription Cancelled | When a subscription is cancelled | Confirmation that the subscription has ended |
| Scheduled Pause/Cancel | When a pause or cancellation is scheduled for a future date | Notification of the upcoming change |
| Refund Issued | When a refund is processed | Refund confirmation and details |
| Refund Failed | When a refund fails to process | Notification that the refund could not be completed |
| Bank Payment Failed | When a BECS Direct Debit payment fails | Notification with the Customer Manage Link so the customer can update payment method or pay where available |
| Email Request / Email Change | When Newie needs the customer to confirm, provide, or change their email address | Email asking the customer to confirm or update their email address |
| Login Request | When a customer requests to log in | One-time verification code |
| Overdue Assistant Emails | When the Overdue Assistant follows up | Payment reminder with Customer Manage Link to pay, retry, or update payment method |
Notifications You Receive
You receive Newie app notifications for key events. On iPhone these appear as push notifications; on Mac they may appear as desktop notifications when enabled. Some events also include an email.
| Notification | Push Notification | Email | What It Says |
|---|
| New Subscriber | ✓ | ✓ | [Customer] subscribed to [Service] |
| New Purchase | ✓ | ✓ | [Customer] purchased [Service] |
| Renewal Succeeded | ✓ | - | [Customer] renewed [Service] for [Amount] |
| Renewal Failed | ✓ | - | [Customer]‘s renewal for [Service] failed. The invoice is overdue; if Auto Retry is active, Newie will retry eligible payments |
| Auto Retry Attempt | ✓ | - | Auto Retry attempt failed. Newie may retry again if attempts remain: up to 3 retries for eligible card payments and up to 2 retries for BECS payments when Auto Retry is active |
| Bank Payment Failed | ✓ | ✓ | Bank payment from [Customer] failed. Failed BECS payments can retry automatically up to 2 times when Auto Retry is active |
| Subscription Paused | ✓ | - | [Customer]‘s subscription has been paused |
| Subscription Cancelled | ✓ | - | [Customer]‘s subscription has been cancelled |
| Payout Initiated | ✓ | - | A payout of [Amount] is on its way to your account |
| Refund Failed | - | ✓ | Refund failed - contact customer directly |
| Account Approved | ✓ | ✓ | Your Newie account has been approved |
| New Chat Message | ✓ | - | Customer sent you a message |
Overdue Assistant Notifications
When the Overdue Assistant is active, you receive push notifications for each stage of the recovery process.
| Notification | What It Says |
|---|
| Overdue Case Opened | Overdue follow-up started for [Customer] - [N] overdue invoice(s) totalling [Amount] |
| Payment Received | Overdue Assistant captured [Amount] from [Customer] |
| Customer Replied | [Customer] replied to Overdue Assistant: ‘[Subject]‘ |
| Case Escalated | [Customer]‘s overdue case has been escalated and requires your instructions to continue |
| Case Resolved | Overdue Assistant captured the remaining balance and closed [Customer]‘s case as paid |
