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.
• 现在可以在 Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications 中完全自定义、启用或禁用 “Payment Schedule Received” 通知。
• 此前，当客户的发票包含分期付款时，这些支付计划邮件会自动发送，但企业无法修改内容或控制发送。
• 现在，可完全掌控邮件的内容、格式，并决定是否发送，实现更灵活的通知管理。

How to use?

• Navigate to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications.
• 前往 Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications。

• Locate the Payment Schedule Received notification. Toggle it on/off as needed.
• 找到 Payment Schedule Received 通知，根据需要将其开启或关闭。

• Click Manage beside the Email or SMS template to edit or customize the message.
• 点击 Email 或 SMS 模板旁的 Manage，以编辑或自定义消息内容。

• Use custom fields related to payment schedules. Note: These fields will render empty values if Invoice does NOT have a payment schedule.