Menu
How to Customize the Default Invoice Email and SMS
This guide explains how to customize the default Invoice Email and Invoice SMS in Clientility. These messages are used when sending invoices to customers, so you can control the default wording before an invoice is sent.
June 11, 2026
min read
Contents
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. Customize the Invoice Email
Edit the default Invoice Email message that customers receive when an invoice is sent by email.
You can customize the subject line and body text to match the way your business communicates with customers.
The portal button to view and pay the invoice will be added automatically, so you do not need to include the link in the message.
You can use placeholders like [CustomerFirstName] and [CompanyName] to automatically personalize the message.
[CustomerFirstName] will be replaced with the customer’s first name, and [CompanyName] will be replaced with your company name.
4. Customize the Invoice SMS
Edit the default Invoice SMS message that customers receive when an invoice is sent by text message.
The portal link to view and pay the invoice will be added automatically, so you do not need to include the link in the message.
You can use placeholders like [CustomerFirstName] and [CompanyName] to automatically personalize the message.
[CustomerFirstName] will be replaced with the customer’s first name, and [CompanyName] will be replaced with your company name.
The perfect tool for your
Home Service business
Home Service business
