What's new?
- You can now fully customize, enable, or disable the “Payment Schedule Received” notification in Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
- Previously, these payment schedule emails were sent automatically whenever a customer’s invoice included installment payments but businesses couldn’t modify the content or control the delivery.
- Now, you have complete flexibility over the messaging, formatting, and whether or not to send them at all.
How to use?
- Navigate to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
- Locate the Payment Schedule Received notification. Toggle it on/off as needed.
- Click Manage beside the Email or SMS template to edit or customize the message.
- Use custom fields related to payment schedules. Note: These fields will render empty values if Invoice does NOT have a payment schedule.
- Save your template
Why we built it?
- Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, creating friction for teams wanting to add personalized branding, tone, or additional instructions.
- With this update, you can:
- Personalize your messages using dynamic fields
- Maintain brand voice and professional formatting
- Avoid unnecessary emails by toggling notifications off when not needed
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