How To Manage Invoice Notifications

What this does

This guide explains the Notifications settings page in Invoice.

Use it to control the default email wording for quotes, invoices, and receipts, and to add service-specific overrides where needed.

Before you start

• Service-specific overrides only apply when the document uses a single service line.
• Multi-service documents fall back to the global default.

Steps

1. Open Invoice.
2. Go to Settings > Notifications.
3. Switch between:

• Send Quote
• Send Invoice
• Send Receipt

1. Edit the Global default fields:

• Subject template
• Message template
• Button label

1. Use Click here to view tokens if you need placeholders.
2. Save the global defaults.
3. If one service needs different wording, choose it in Per-service override.
4. Turn on the custom template for that service and save the override.

Why this matters across the suite

This is where operational billing communication becomes customer-facing messaging.

If the wording or service-specific override logic is wrong, the document may be financially correct but still communicate poorly.

Common mistakes

• Editing service overrides when the real issue is the global default.
• Forgetting that multi-service documents fall back to the global template.

What to do next

After saving, send a test document so you can confirm the wording and tokens render correctly.

Related guides

• Invoice: How to create or edit an invoice or estimate
• Invoice: How to manage invoice payment settings