Easy Steps to Manage Your Notification Settings
Hey there! Here's your one-stop spot to manage email notifications for your customers. By setting up these notifications smartly, we can help your customers stay updated about their invoice status, ensuring they make speedy payments and boosting your relationship with them.
Here's how to find the Notification Settings:
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Click on the “Customer” tab on your dashboard.
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Next, select the “Notifications” sub-tab.
Global On/Off for Notifications
In the Notification Settings, there is a key feature that offers you greater control over your email notifications. Here are its main points:
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You'll find a global On/Off switch after locating the Notification Settings.
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This feature allows you to pause and turn on your email notifications at your convenience.
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It's particularly useful when you're first setting up your notification preferences, as it lets you adjust settings without immediately sending out notifications.
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The pause function serves as a handy tool for stopping all notifications temporarily when needed, giving you full control over your email correspondence.
Understand the "Default" and "Exceptions" Tabs
In the 'Notifications' section, you'll find two tabs: "Default" and "Exceptions". Let's break them down:
"Default" Tab
In the 'Default' tab, you can set up notification settings for all your customers. Any tweaks you make here will apply to all your customers, unless they have personalized settings under the "Exceptions" tab. Any new customer you add will automatically follow the settings from the "Default" tab.
"Exceptions" Tab
The "Exceptions" tab is your go-to place to view and tweak notification settings for individual customers. If you've customized a customer's settings via the "Customers" tab, they'll appear here. Any settings in this tab overrule the global default settings set in the 'Default' tab.
Customize Your Settings
In "Notifications", you can adjust settings like "Customer Portal" for bill management, "Invoice Language Settings" for language preferences, and "Invoices" and "Payments" for related notifications. These settings are designed to make life easier for your customers and streamline your communication and billing.
Invoice Language Settings
This feature lets you choose the language for your invoices. Pick your preferred language for email invoices. You can choose: English, Bilingual (English first, followed by French), or Bilingual (French first, followed by English).
Invoices
Here, you can manage notifications related to invoices and payments. As soon as an invoice is issued, the customer gets an email notification with the invoice attached. It's that simple!
Payments
Hey, want to make sure those payments roll in on time? We've got you covered! Our system sends out friendly nudges, ensuring your customers don't miss a beat. Here's how we do it:
On Due Date Reminders
Just like a friendly tap on the shoulder, we'll remind your customers when it's time to settle their invoice. It's all about helping them stay in the green and keep those payments flowing!
Pre-Due Date Reminders
We're all about giving a heads-up! Before an invoice's due date, we'll send out a reminder, so your customers can prepare for their upcoming payments. Talk about keeping them in the loop!
Post-Due Date Reminders
Oops, did someone miss a payment? Not to worry! We'll send a gentle reminder to help recover any overdue payments, so your customers can get back on track.
Each of these features is like your very own financial superhero, ensuring your cash flow stays smooth and steady.
Autopay
You can enable Autopay for your customer. When Autopay is enabled, you can charge the customer's chosen default payment method. Note that Autopay will only work if the customer has added a payment method and set a default payment method.