Editable Payment Schedule Notifications in Invoices
Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, creating friction for teams wanting to add a personalized touch. However, with this improvement, you can easily maintain brand voice and professional formatting. Let's check how it works.
⭐️How Will These Changes Affect You?:
Customizable Notifications: Now, you can manage your used templates and create emails and SMS that fit your brand’s voice and connect with customers.
Added Custom Values: Personalize your messages using dynamic fields related to payment schedules to improve your information relay with customers.
Flexible Delivery: Optimize your outbox by toggling notifications off when not needed. Giving you control over the messaging, formatting, and whether or not to send them at all.
⭐️How To Customize Your Payment Schedule Notifications in Invoices?
This update helps you control when and what is sent to your customers. Let’s learn how to use it.
Head to the Invoices and Estimates tab inside the Payments section and click the Settings option.
Open the Notifications option and select Customer Notifications.
Locate the Payment Schedule Received notification and toggle it on/off as needed.
Click Manage beside the Email or SMS template to edit or customize the message.
This will improve your communication with customers and add a branded element to all messages. We hope you enjoy the complete flexibility over the messaging, formatting, and decision to send a notification.
