Businesses often send out notifications to customers and internal sub-account users regarding invoices. These notifications can be emails or text messages, and they serve as important communication tools in the world of financial transactions. A new feature has been introduced that allows businesses to customize these notifications, giving them more control over how they look and what information they contain. This article will explain the types of notifications available, how to set them up, and who can benefit from this feature.
Types of Notifications
There are four main types of notifications that can be customized:
- Email Notifications to Customers:
- SMS Notifications to Customers:
- Email Notifications to Sub-account Users:
- SMS Notifications to Sub-account Users:
How to Customize Notifications
To customize these notifications, follow these steps:
Create Invoice Notification Templates:
Start by building templates for your notifications. For emails, you can do this by going to "Marketing" > "Emails" > "Templates." For SMS messages, visit "Marketing" > "Templates."
- Customize Templates:
- Include Specific Invoice Details:
- Differentiate Templates:
Configure Notifications:
In your payment settings, go to "Invoices" and look for the gear icon. You can then choose the templates you've created for each type of notification (email or SMS) and for each recipient type (customer or sub-account user).
- Save Configurations:
Important Notes
- You won't be able to change the subject line of email templates.
- You can use "Invoice Custom Values" to automatically fill in relevant information in the templates.
Who Can Benefit from This Feature
This feature is helpful for businesses that use invoices to manage their finances. It's particularly useful for those who want to have more control over how their notifications look and what information they contain. It's also handy for businesses aiming to keep their customers well-informed and satisfied while maintaining their brand image. Customizing these notifications can streamline the invoicing process, making financial transactions more efficient and less of a hassle.
In summary, this new feature allows businesses to create personalized and informative notifications for their invoicing needs. It's a valuable tool for businesses looking to improve their communication with customers and streamline their financial operations.