Customizing Email and SMS Notifications for Invoicing
Advisor's Growth now offers the ability to fully customize both email and SMS notifications used in invoicing. This allows you to personalize the messaging for both your customers and team members, rather than relying on default system-generated notifications.
How to Access Notification Settings
Navigate to Payments > Invoices.
Click on the settings gear to open the notification settings.
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Customizing Customer Notifications
Email and SMS notifications sent to your customers can be customized under the Customer Notifications section.
Use the dropdown menus to select your preferred notification templates.
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Customizing Team Notifications
Email notifications for the account user sending the invoice can also be customized under the Team Notifications section.
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Manage Notification Preferences
You can toggle off any specific notifications you do not wish to send to either customers or team members.
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Using Custom Values in Notifications
In the Email and SMS builder, take advantage of Invoice Custom Values to include important details like:
Customer Information
Invoice Total
Due Date
Invoice URL
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Notification Types Overview
Refer to the table below for details on the different types of notifications that are sent to both the customer and the account user:
Notification Type | Description | Recipient |
Invoice Sent | Notifies customer when a new invoice is sent. | Customer |
Invoice Due Reminder | Alerts customer before the invoice due date. | Customer |
Payment Received Confirmation | Confirms to the customer when a payment is made. | Customer |
Invoice Overdue Notice | Informs the customer about overdue payments. | Customer |
Invoice Paid Notification | Notifies team members when an invoice is fully paid. | Account User |
Invoice Partially Paid | Alerts team members when a partial payment is made. | Account User |
By customizing these notifications, you can provide timely, relevant information and enhance communication with both customers and your team.