Invoicing

Customise Email and SMS notifications for invoicing

• The ability to customize email and SMS notifications used in invoicing is now live under Invoice Settings. This will allow businesses to use their own templates for invoicing and not rely on the system-generated defaults

• Email and SMS notifications can be customized for the customer receiving the invoice under the

  Customer Notifications

  section

• Email notifications can be customized for the sub-account user who is sending the invoice under the

  Team Notifications

  section

• Turn the toggle off to exclude any specific notification from being sent

• Use the

  Invoice

  custom values in the Email and SMS builder to include details in notifications like customer information, invoice total, due date, invoice URL, etc.

• Refer to the table below for the different types of notifications sent to the customer and the sub-account user