Take Charge of the Instalment Emails Your Customers Get
The Payment Schedule Received notification is now yours to edit or turn off. When an invoice includes instalment payments, this is the message your customer receives explaining the schedule. Until now it sent automatically with fixed wording; you can now rewrite it, restyle it, or stop it sending at all.
Where do I find this notification?
It sits with your other customer notifications in payment settings. You control it for the whole account, so you set it once rather than per invoice.
- Go to Payments, then Invoices & Estimates, then Settings, then Notifications, then Customer Notifications.
- Find the Payment Schedule Received notification in the list.
How do I stop it sending?
Toggle the notification off. Your customers then receive nothing when an instalment schedule is created, which suits businesses that already explain payment terms in person or in a separate message.
How do I change the wording?
Click Manage beside the Email or SMS template and edit it like any other template. You can change the message, the formatting and the branding, then save.
Can I pull the schedule details into the message?
Yes. Custom fields specific to payment schedules are available in the template, so the message can state the actual instalment amounts and dates rather than generic wording. One caution: those fields render empty if the invoice has no payment schedule attached, so only use them in this notification.
Why does this matter?
An automatic message in someone else's voice undercuts the rest of your customer communication. Editing it lets you keep your tone and add your own instructions, and the off switch means customers who do not need the email never receive one.
You will find this under Payments, then Invoices & Estimates, then Settings, then Notifications, then Customer Notifications.
This update was originally released in November 2025. Menu locations may have changed since.
