Businesses often send out notifications to customers regarding invoices. These notifications can be emails or text messages, and they serve as important communication tools in financial transactions.
This feature is also handy for businesses aiming to keep their customers well-informed and satisfied while maintaining their brand image. Customizing these notifications can streamline the invoicing process, making financial transactions more efficient and less of a hassle.
Types of Notifications #
Four main types of notifications can be customized:
- Email Notifications to Customers: Emails sent to customers to inform them about their invoices.
- SMS Notifications to Customers: Customers receive text messages with information about their invoices.
- Email Notifications to Account Users: Users within your CRM account will get emails about invoices.
- SMS Notifications to Account Users: Similar to the above, but delivered via text messages.
How to Customize Notifications #
Create Invoice Notification Templates #
Start by building templates for your notifications. For emails, go to Marketing > Emails > Templates. Within the templates, you can change the content, such as the text, fonts, colors, and design, to match your business’s style and branding.
For SMS messages, visit Marketing > Snippets > Add Snippet > Add Text Snippet. Inside the Text Template snippet, you can add content such as words, custom values, trigger links, and attached files of your choice.
Note: You can test the SMS by adding your phone number and sending a test message.
You can add specific details about the invoice, such as the customer’s name and address, the total amount due, the due date, and a link to the invoice itself. If you have different types of customers, you can create unique templates for each group so messages are tailored to their needs.
Configure Notifications #
In the Payments tab, go to the Invoices & Estimates dropdown, then select All Invoices. From there, find the Settings button at the top right corner of your screen.
Begin by setting the name and email from which all invoices should be sent. These settings apply to customer and team notifications, and all invoices going out from the system. You can then choose the templates you have created for each type of notification (email or SMS) and for each recipient type.
In addition to changing the Email/SMS template to your own custom template, you can also customize the subject line using custom values for added personalization. Once you’ve selected your templates and configured your notifications, remember to save your settings.
In summary, this feature allows businesses to create personalized and informative notifications for their invoicing needs. It’s a valuable tool for businesses looking to improve their communication with customers and streamline their financial operations.
Important Notes #
- You will not be able to change the subject line of email templates within the Invoice settings.
- You can use “Invoice Custom Values” to automatically fill in relevant information in the templates.
Frequently Asked Questions #
What types of invoice notifications can I customize? #
You can customize four types: email and SMS notifications to customers, and email and SMS notifications to account users within your CRM.
Where do I build my notification templates? #
Create email templates under Marketing > Emails > Templates, and SMS templates under Marketing > Snippets > Add Snippet > Add Text Snippet.
How do I apply my templates to invoice notifications? #
In the Payments tab, open Invoices & Estimates > All Invoices, click Settings, then select your created templates for each notification and recipient type and save.
Can I personalize the content of invoice notifications? #
Yes. You can use Invoice Custom Values to automatically fill in details like the customer’s name, amount due, due date, and a link to the invoice.
Can I test an SMS notification before sending it to customers? #
Yes. Within the text snippet you can add your own phone number and send a test message to verify how it appears.
Can I change the email subject line from within Invoice settings? #
You cannot change the email template’s subject line within the Invoice settings directly, but you can customize the subject using custom values for personalization.
