Customizing Email and SMS Notifications for Invoice Management

Businesses frequently send invoice notifications to customers to maintain clear communication during financial transactions. These alerts can be sent as either emails or SMS messages and are crucial for keeping customers informed. By customizing these notifications, businesses not only enhance their professional image but also make the invoicing process smoother and more efficient.

Notification Categories for Invoices

There are four primary types of invoice-related notifications that can be personalized:

• Customer Email Alerts: Emails sent to inform customers about their invoices.

• Customer SMS Updates: Text messages delivered to customers with invoice details.

• Internal Team Email Notifications: Emails sent to internal CRM users regarding invoices.

• Internal Team SMS Alerts: Similar to the above, but sent as text messages.

You can refer to the table below as a guide for tailoring your invoice notifications.

Steps to Personalize Invoice Alerts

Follow these instructions to customize invoice notifications to suit your business needs:

1. Build Personalized Templates for Notifications

Start by creating templates for your email and SMS notifications. For email templates, go to "Marketing" > "Emails" > "Templates." For SMS alerts, visit "Marketing" > "Templates (Snippets)."

In these templates, you can adjust the content, fonts, colors, and overall design to match your brand's aesthetic. Additionally, you can include personalized invoice details such as the customer’s name, invoice total, due date, and a link to the invoice. If you cater to multiple customer segments, you can develop distinct templates for each group, ensuring more targeted communication.

Once you’ve crafted your templates, you can proceed to configure the notification settings in the invoice section.

2. Set Up Notification Preferences

Go to your payment settings, select "Invoices," and click on the gear icon.

Begin by specifying the sender's name and email address for all outgoing invoices. These details will apply to both customer and internal team notifications.

Next, select the custom templates you've designed for email and SMS notifications, and assign them to the respective recipients.

Besides modifying the content, you can also personalize email subject lines by using custom variables, which allows you to add unique information specific to each invoice.

After completing your configurations, make sure to save your settings.

Important Reminders

• You won’t be able to modify the subject line directly within the invoice settings.

• Leverage "Invoice Custom Values" to automatically populate key details in your templates.

In conclusion, this feature allows businesses to design tailored and professional notifications, enhancing communication with clients and streamlining the invoicing process.