Customise Invoice Settings and Automated Emails

1. From the Ivorey main menu, go to Payments > hover over Invoices & Estimates > then select All Invoices

2. Click on the [Settings] button on the top right of your page and work your way through each of the invoice setting tabs​

   a. Under the 'Business Information' tab you can update your logo, business details and add any custom values (such as your ABN number)
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   Here's how you can create a custom value:
   From the Ivorey main menu, go to Settings > scroll down to > Custom Values
   then click the [New Custom Value] button in the top right corner. Add the details and click the [Create] button. This updates as a custom value you can now pull into your invoice settings​

   b. Next under 'Email Configurations' this is for display purposes only so you can add the "from name" and "from email" you want your invoice emails to display they are sent from
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   Note: Make sure you click the [Save] button as you progress​

   c. Next under 'Title and Terms' you can leave as is, it just displays what the name of the asset is.​

   d. Under 'Payment Settings' you can update your payment settings such as when your estimates expire and how long after your invoice is sent that it is due (default is 14 days). To allow partial payments, late fees and tips you can toggle these ON.

   
   ​Note: If you don't want these settings to override for all invoices and only want them for certain individual invoices, you can update these settings in the individual invoices. ​

   e. Also under 'Payment Settings', you can manage your Stripe payments by clicking on 'Manage'.
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   ​Note: If you select only bank transfers you'll need to manually reconcile your transactions when you receive payment.​

   f. Next under 'Product Settings' you can choose to have products in your invoices pull in the product description that you have set up in your product library. Simply toggle this setting ON or OFF
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   ​Note: You can override these descriptions inside the individual invoice settings should you decide you do not want to include them in specific individual invoices​

   g. Next under 'Reminder Settings' you can set your reminder settings up for your invoices. When you're done click the [Save] button and make sure these are toggled ON when you're ready and want to have these running.
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   ​Note: We have pre-loaded emails for you, you just need to re-brand and customise them to suit your needs. From the main Ivorey menu, go into [Marketing] then > [Email] then > [Templates]. In the [Payments] folder you'll see all the relevant emails ready to customise!
   

   Once you've made your changes and saved them, go into [Payments] then > [Invoices & Estimates] then > [Settings] and go through all of the tabs. You will see multiple places to pull in all the new email templates you've made, and set what sending schedule you would like. e.g. you can choose to send payment reminders when invoices are x days overdue.
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   ​You can also customise the emails directly by clicking 'preview' whilst in settings
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   h. Under 'Notifications' > 'Customer Notifications' you can now pull in your branded email templates if you opted to customise them. Work your way through each notification and from the drop down menu select the relevant template for each. Once complete, click the [Save] button on the bottom right-hand corner.
   
   ​If you want the system default templates, you can skip this step.
   i. Under 'Notifications' > 'Team Notifications' you can edit these default email templates and turn them ON or OFF

No! Ivorey makes it simple to automate invoice notifications using pre-made email templates, no workflows required.

Team notification settings apply to the user who sends the invoice. Notifications are not automatically sent to other team members or the account owner. If additional users need to receive invoice updates, you’ll need to create a workflow with an internal notification.

Yes. When the All Valid Payment Methods setting is enabled, the invoice will display all payment methods active in your connected Stripe account, such as card payments and bank transfers (ACH), depending on what’s supported in your region. To enable this, click through to Manage default Stripe payment methods in the Payment Settings.

Yes, invoice payment reminders for active invoices that have already been generated from a recurring invoice will continue to send based on the invoice status and the reminder rules configured under Payments > Invoices & Estimates > Settings > Reminder Settings. These reminders are not affected by the status of the main recurring invoice setup.

Any changes made to the recurring invoice setup will only affect future payments or future invoices that have not yet been generated. If you would like to stop reminders for a specific invoice, a helpful workaround is to void the invoice which will prevent any further reminder emails from being sent.