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    Official Guide

    Customize Email and SMS notifications for invoicing

    This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer details and invoice amount.

    1. What types of Notifications are included, and how to configure them?

    • Types of Notifications include: Invoice payment successful, Invoice payment failed, Invoice received, Auto payment information, Auto payment failed, and Payment Schedule Received.
    • Configure 'Payment Schedule Received':
    • 1. Go to Payments → Invoices & Estimates → Settings.
    • 2. Open Notifications → Customer Notifications.
    • 3. Locate Payment Schedule Received and toggle it On/Off as needed.
    • 4. Click Manage next to the Email or SMS template to edit the content.
    • 5. Save your template.

    2. How to configure these notifications?

    • If have not already built Invoice Notification Templates for SMS and Email, Head to Marketing > Emails > Templates to build out Email templates for this, and to Marketing > Templates to build SMS templates.
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    • Head over to Payments > Invoices > Gear Icon > Choose Templates for Each Notification type.
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    • After clicking on settings, expand the Notifications tab in the left navigation menu to find the Customer Notifications and Team Notifications.
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    • IMPORTANT: Under Customer Notifications, the 'Invoice Received' and 'Estimate Received' notifications are the only two that cannot be toggled off for customers. Both email and SMS notifications are mandatory in this case.

    Search Tags

    • Tags: invoice notifications, email templates, sms templates, payment schedule, custom notifications

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