You can now customize email and SMS notifications for invoicing under Invoice Settings. This feature allows you to use your own templates instead of relying on system-generated defaults.

• To view, the notification settings navigate to Payments > Invoices and click on the settings gear

• Email and SMS notifications can be customized for the customer receiving the invoice under the Customer Notifications section
• Click on the dropdowns to select a template

• Email notifications can be customized for the account user who is sending the invoice under the Team Notifications section as well

• 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 details on different types of notifications sent to the customer and the account user