💳 Invoices: Editable “Payment Schedule” Notifications

What's new?

You can now fully customize, enable, or disable the “Payment Schedule Received” notification in Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.

Previously, these payment schedule emails were sent automatically whenever a customer’s invoice included installment payments but businesses couldn’t modify the content or control the delivery.

Now, you have complete flexibility over the messaging, formatting, and whether or not to send them at all.

How to use?

Navigate to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
Locate the Payment Schedule Received notification. Toggle it on/off as needed.
Click Manage beside the Email or SMS template to edit or customize the message.
Use custom fields related to payment schedules. Note: These fields will render empty values if Invoice does NOT have a payment schedule.
Save your template

Why we built it?

Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, creating friction for teams wanting to add personalized branding, tone, or additional instructions.

With this update, you can:

Personalize your messages using dynamic fields
Maintain brand voice and professional formatting
Avoid unnecessary emails by toggling notifications off when not needed