How to Enhance Your Brand with Custom Invoice Notifications
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In this video, Tina demonstrates the new features in the Invoice tab that enable users to edit their invoice notification templates. This update allows for the customization of notifications for both customers and team members, ensuring brand consistency. Tina provides a step-by-step guide on how to navigate through the settings, edit templates, add brand elements, and save the new templates. She also covers creating and managing different scenarios like payment successes or failures to enhance both customer experience and internal workflows. Learn how to personalize your invoice notifications with the latest update.
00:00 Introduction and Overview
00:27 Navigating to Invoice Settings
00:40 Editing Customer Notification Templates
00:53 Customizing Email and SMS Templates
01:14 Saving and Selecting Templates
01:50 Handling Payment Notifications
03:03 Editing Team Notification Templates
03:55 Creating and Sending Invoices
04:50 Final Tips and Conclusion