Managing payments and keeping your customers informed is a key part of running a smooth business. One important message your customers might receive is the “Payment Schedule Received” notification, especially when they’re paying in installments. Now, you have full control over this message — from whether it’s sent at all, to how it looks and what it says.

📌 Why This Matters

By customizing or turning off payment schedule notifications, you can match the messaging to your brand’s style and the tone you want to set with customers. Sometimes automated messages don’t feel personal or may even confuse customers if the content isn’t clear. Having the power to edit or disable these emails helps you maintain professionalism, reduce unnecessary emails, and improve customer experience.

✨ What’s New

• Full control over payment schedule notifications: Enable or disable these messages based on your business needs.
• Customizable messaging: Edit the content and format so it fits your brand’s voice and provides clear, helpful information.

🛠️ How to Use It

1. Step 1: Go to Payments > Invoices & Estimates > Settings > Notifications > Customer Notifications.
2. Step 2: Find the “Payment Schedule Received” notification and toggle it on or off depending on whether you want it sent to customers.
3. Step 3: Click “Manage” next to the Email or SMS template to customize the message.
4. Step 4: Use available custom fields related to payment schedules to personalize your message. Just note these fields will only fill in if there’s an actual payment schedule on the invoice.
5. Step 5: Save your customized template to start using it.

💡 Pro Tip

Take a moment to tailor your payment notifications so they reflect your business’s unique voice and reduce confusion—clear communication can help ensure timely payments and happier customers.