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How to Change the Default Invoice SMS Setting

How to Change the Default Invoice SMS Setting

This guide explains how to change the default Send Invoices via SMS setting in Clientility. This setting controls whether invoice text messages are sent to customers by default when an invoice is sent.

Houda Zogheib
June 11, 2026

1. Open Settings

Click Settings from the main sidebar to access your account configuration options.

2. Go to Defaults

Click Defaults to access your default configuration settings.

This section is where you can manage preset values used across your account.

3. Choose Whether to Send Invoices by SMS

Turn on Send Invoices via SMS if you want invoice text messages to be sent to customers by default. Turn it off if you only want invoices to be sent by email.

When this is turned on, customers can receive the invoice by text message along with the invoice email.

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