Introducing a fresh capability empowering businesses to customize email and text alerts for invoicing, diverging from the conventional system defaults. Tailor your notifications according to your preferences, seamlessly integrating customer specifics and invoice amounts for a personalized touch.
What is the Invoice Notification Customization feature?
The latest addition empowers businesses with the ability to tailor email and SMS alerts for invoicing in unique ways. Initially, companies gain the flexibility to craft templates for invoicing notifications, granting them extensive control over the aesthetic presentation. They can personalize fonts, colors, and overall layout to align with their brand identity.
Moreover, businesses can integrate specific invoice particulars into their notifications. For instance, they can include the customer's name and address, the total amount due, the payment deadline, and the invoice link. This streamlines the comprehension process for customers, minimizing the need for subsequent follow-ups.
Furthermore, customization extends to both the recipient of the invoice and the user sending it from a sub-account. This enables businesses to tailor distinct templates and notifications for different customers or sub-account users, facilitating seamless interactions across various clientele or sub-account holders.
Who is this feature built for?
This feature is helpful for businesses that use invoicing to manage their financial transactions. Specifically, it benefits companies that want to control the look and feel of their invoicing notifications and customize them to match their branding. It's also helpful for businesses that want to include specific invoice details in their notifications to keep their customers informed and up-to-date.
What are the benefits of this feature?
The benefits of this feature include the following:
Customization: Businesses can customize their invoicing notifications to match their branding, which can help to create a more professional and cohesive image.
Exclusion of notifications: Businesses can choose which notifications to send, which can help to reduce the number of unnecessary notifications that customers receive.
Clarity: By including specific invoice details in notifications, businesses can help customers quickly and easily understand what they owe and when it is due. This can reduce the number of follow-up emails or calls and improve overall customer satisfaction.
Differentiation: Businesses can create different templates and notifications for other customers or sub-account users, which can help to differentiate their invoicing process from competitors and improve customer loyalty.
Efficiency: This feature can help streamline the invoicing process, making it easier for businesses to manage their financial transactions and reduce administrative burdens.
What types of Notifications are included, and how to configure them?
Types of Notifications:
Refer to the table below for the different types of notifications sent to the customer and the sub-account user:
How to configure these notifications?
If you have not already built Invoice Notification Templates for SMS and Email, Head to Marketing> Emails> Templates to build out Email templates for this. and to Marketing>Templates to build SMS templates.
Head over to Payments>Invoices>Gear Icon>Choose Templates for Each Notification type.
Please Note:
Users will not be able to customize the Subject line of the Email Templates.
Once you are done configuring the templates for all your desired notification types, scroll down and hit Save.
Please Note:
The following Invoices Custom Values can be used to populate relevant information in the templates: