Customize Email and SMS notifications for Invoicing

Customize Email and SMS notifications for Invoicing

This feature allows businesses to customize their email and text notifications for invoicing, instead of relying on the system's default notifications. With this feature, you have the flexibility to select which notifications to send and include additional information such as customer details and invoice amounts.

What is the Invoice Notification Customization feature?

The Invoice Notification Customization feature allows businesses to personalize their email and text notifications for invoicing. With this feature, you can choose which notifications to send and include specific details like customer information and invoice amount.

Whom is this feature built for?

The Invoice Notification Customization feature is beneficial for businesses that use invoicing for their financial transactions. It allows companies to have control over the appearance of their invoicing notifications, making them consistent with their branding. Moreover, it helps businesses include specific invoice details in their notifications, keeping their customers well-informed.

Benefits of Custom Notifications for Invoicing:

Customization: Customize invoicing notifications to match your branding, creating a professional image.

Exclusion of notifications: Choose which notifications to send, reducing unnecessary messages for customers.

Clarity: Include specific invoice details in notifications for clear understanding, reducing follow-ups and improving customer satisfaction.

Differentiation: Create unique templates for different customers, standing out from competitors and increasing loyalty.

Efficiency: Streamline invoicing, simplifying financial management and reducing administrative tasks.

Types of Notifications:

Refer to the table below for the different types of notifications.

Configuring Notifications

Go to Marketing > Emails > Templates to build out Email templates and go to Marketing > Templates to build SMS templates. 

Go to Payments > Invoices. Click on the gear icon and choose Customer Notifications or Team Notifications.

Choose the template from the drop-down for all your desired notification types and click “Save” once done.