Invoices: Editable “Payment Schedule” Notifications

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Invoices: Editable “Payment Schedule” Notifications | Clixio Changelog


















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 instalment payments, but businesses could not modify the content or control the delivery.
  • Now, you have complete flexibility over the messaging, formatting, and the option to send them at all.

How to Customise Notifications

  • Navigate to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
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  • Locate the Payment Schedule Received notification. Toggle it on or off as needed.
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  • Click ‘Manage’ next to the Email or SMS template to edit or customise the message.
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  • Use custom fields related to payment schedules. Note: These fields will display empty values if the invoice does not have a payment schedule.
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  • Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, which created friction for teams wanting to add personalised branding, tone, or additional instructions.
  • With this update, you can:
  1. Personalise your messages using dynamic fields.
  2. Maintain your brand voice and professional formatting.
  3. Avoid unnecessary emails by toggling notifications off when not needed.