Customize Invoice and Estimate Notifications

Control exactly what customers see in the automatic emails and texts Vendi Today sends around invoices and estimates — matching your own branding rather than using a generic default.

Build your templates

1. Create an email template under Marketing > Emails > Templates.
2. Create an SMS template under Marketing > Templates.

You can include dynamic details like the customer's name, amount due, due date, and a link to the invoice or estimate itself.

Assign templates to each notification type

1. Go to Payments > Invoices & Estimates > Settings > Notifications > Customer Notifications.
2. For each notification type — Invoice Received, Payment Received, Invoice Overdue, Estimate Received, and others — select which template it should use.
3. Enable or disable individual notification types as needed.
4. Save.

Limitations

• Invoice Received and Estimate Received notifications can't be turned off entirely — customers will always be notified when something is sent to them.
• You can customize the message body, but not the email subject line.

This is separate from scheduling reminder timing for overdue invoices — for that, see Set Up Automated Invoice Payment Reminders.