Customize Email and SMS notifications for invoicing

This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer details and invoice amount.

TABLE OF CONTENTS

• What is the Invoice Notification Customization feature?
• Who is this feature built for?
• What are the benefits of this feature?
• What types of Notifications are included, and how to configure them?
• Configure “Payment Schedule Received”
• How to configure these notifications?
• Frequently Asked Questions

What is the Invoice Notification Customization feature?

The new feature allows businesses to customize email and SMS notifications for invoicing differently. Firstly, companies can create templates for invoicing notifications, giving them greater control over the look and feel of their notifications. Companies can customize the font, colors, and overall design to match their branding.

Secondly, businesses can include specific invoice details in their notifications. For example, companies can include the customer's name and address, the invoice total, the due date, and the invoice URL. This can help customers quickly and easily understand what they owe and when it is due, reducing the number of follow-up emails or calls.

Finally, customization can be done for the customer receiving the invoice and for the sub-account user sending the invoice. This means businesses can create different templates and notifications for other customers or sub-account users, which can be helpful for interactions with multiple customers or sub-account users.

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 to 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:

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Configure “Payment Schedule Received”

1. Go to Payments → Invoices & Estimates → Settings.

2. Open Notifications → Customer Notifications.

3. Locate Payment Schedule Received and toggle it On/Off as needed.

4. Click Manage next to the Email or SMS template to edit the content.

5. Save your template.

Important

You can use payment-schedule-related custom fields in the template.

If the invoice does not have a payment schedule, those fields render as empty values.Important

You can use payment-schedule-related custom fields in the template.

If the invoice does not have a payment schedule, those fields render as empty values.

Payment Schedule Received: Sent when an invoice includes an installment/payment schedule. You can edit the Email/SMS template or disable the notification entirely.

How to configure these notifications?

If 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.

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Head over to Payments>Invoices>Gear Icon>Choose Templates for Each Notification type.

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After clicking on settings, expand the Notifications tab in the left navigation menu to find the Customer Notifications and Team Notifications

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IMPORTANT: Under Customer Notifications in the Payments > Invoices & Estimates section, the "Invoice Received" and "Estimate Received" notifications are the only two that cannot be toggled off for customers. This is intentional, as these notifications are essential for ensuring that customers are informed when they receive an invoice or estimate. Both email and SMS notifications are mandatory in this case. However, similar notifications can be disabled for internal team members if needed.

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:

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Frequently Asked Questions

Q: Can I use GHL Customer Care payments to track partial payments for invoices?

Yes, GHL Customer Care allows you to track partial payments. You can create an invoice with the full amount and update it each time a partial payment is made. This helps you keep accurate records of outstanding balances.

Q: Is it possible to customize the appearance of invoices sent to clients?

Currently, GHL Customer Care provides a standard invoice template. While you can add custom details like your business name, logo, and notes, more advanced customization options, such as adjusting layouts or colors, are not available at this time.

Q: Can I set up recurring invoices for subscription-based services?

Yes, you can create recurring invoices for subscription-based services. While GHL Customer Care doesn’t have an automated recurring invoice feature, you can duplicate a previously sent invoice and set reminders to send it periodically.

Q: How can I integrate third-party payment processors with GHL Customer Care?

GHL Customer Care supports integration with popular payment processors like Stripe and PayPal. You’ll need to connect your account via the integrations section in the platform. Once linked, you can accept payments directly through your invoices.