Customize Email and SMS notifications for invoicing

Enhance your invoicing process by personalizing email and SMS notifications with Stack. Tailor notifications to match your brand and include essential invoice details, ensuring clarity and professionalism in your communications.

What is the Invoice Notification Customization Feature?

This feature allows businesses to create customized email and SMS notifications for invoicing. You can design templates that reflect your brand’s identity by adjusting fonts, colors, and layout. Additionally, you can include specific invoice details such as the customer’s name, address, invoice total, due date, and a direct link to the invoice. These personalized touches help recipients understand their obligations more clearly, reducing the need for follow-up communications.

Who is this Feature Built For?

This feature is ideal for businesses that rely on invoicing to manage financial transactions. It’s particularly beneficial for those who want their notifications to reflect their brand and include detailed invoice information, keeping customers informed and engaged.

Benefits of this Feature

• Customization: Align your invoicing notifications with your brand, enhancing your professional image.
• Selective Notifications: Choose which notifications to send, minimizing unnecessary messages for your customers.
• Clarity: Provide detailed invoice information, helping customers understand their dues and deadlines, thereby improving satisfaction.
• Differentiation: Use various templates to cater to different customer segments, setting your invoicing apart from competitors.
• Efficiency: Streamline your invoicing process, reducing administrative tasks and improving transaction management.

Types of Notifications and Configuration

Types of Notifications

Stack allows you to send various notification types to both customers and account users. Customize these notifications to suit different needs.

How to Configure Notifications

1. Create Templates:

   • Navigate to Marketing > Emails > Templates to design your email templates.
   • Go to Marketing > Templates for SMS templates.

2. Assign Templates:

   • Access Payments > Invoices, click the Gear Icon, and select templates for each notification type.

3. Finalize Configuration:

   • After setting up your templates, scroll down and click Save.

Note: While customizing, you cannot alter the subject line of email templates.

Custom Values for Invoices

Utilize the following custom values to populate your templates with relevant invoice information:

• Customer Name
• Invoice Total
• Due Date
• Invoice URL

Frequently Asked Questions

Q: Can I track partial payments for invoices with Stack?
Yes, Stack enables you to track partial payments. Create an invoice with the full amount and update it as payments are made to maintain accurate balance records.

Q: Is it possible to customize the appearance of invoices sent to clients?
Currently, Stack offers a standard invoice template. You can add custom details like your business name, logo, and notes, but advanced customization options such as layout or color changes are not available.

Q: Can I set up recurring invoices for subscription-based services?
Yes, you can manage recurring invoices by duplicating a previously sent invoice and setting reminders for periodic sending, although Stack does not automate this process.

Q: How can I integrate third-party payment processors with Stack?
Stack supports integration with popular payment processors like Stripe and PayPal. Connect your accounts via the integrations section to accept payments directly through your invoices.