Take Control of Your Payment Schedule Emails in GHL

This update adds full customization to the “Payment Schedule Received” notification, which is triggered when a customer is invoiced with installment payments.

Here’s what’s new:

• You can enable or disable the payment schedule emails entirely
• You can now edit both Email and SMS templates from inside the notification settings
• You can add custom fields (like due dates, amounts, or contact info) to personalize each message
• The message won’t send if the invoice doesn’t include a Payment Schedule Emails, so you won’t confuse clients with empty fields

This gives you precise control over what gets sent, when, and how it looks, down to the tone and formatting.

No more worrying about awkward system-generated messages being sent on your behalf. Now, it’s all in your hands.

Let’s break down the difference this update actually makes.

Before:
The “Payment Schedule Received” email was triggered automatically every time an invoice had installment payments. It used a static, system-generated message that:

• Couldn’t be edited
• Didn’t allow custom branding or tone
• Sent even if it wasn’t necessary
• Often caused confusion for clients

After:
You now have full control:

• Toggle the notification on or off for each sub-account
• Edit the message content using your own copy, layout, and custom fields
• Personalize with brand language, contact info, payment terms, or links
• Ensure clarity by removing the notification entirely when it’s not needed

This means your clients only get relevant, branded communication that actually helps them take action, while reducing your support load from confused customers.

If you’re managing recurring invoices or installment plans for clients, this update is a game changer.

Here’s why it matters:

1. Brand Consistency:
   Now you can write those payment emails the same way you’d talk to your clients, clear, on-brand, and actually useful.
2. Client Clarity:
   When your payment emails are clear and easy to understand, clients stop asking follow-up questions, and you get paid faster.
3. Automation Without the Noise:
   Sometimes those default notifications create more noise than value. Now, you can turn off emails that aren’t helpful or needed.
4. Flexible Communication Strategy:
   Agencies finally have room to handle invoices their own way, start to finish, without being boxed in by generic system rules.
5. Scalable Control:
   Rolling out branded notifications across multiple sub-accounts becomes easier, especially when used in snapshots or SaaS Mode setups.

This is a small update with big implications for how you manage customer communication, at scale.

Tired of system emails that don’t reflect your brand, or worse, confuse your clients? Now you can take full control of the “Payment Schedule Received” notification and make it work for your agency, not against it. Here’s how to customize or turn it off in just a few steps.

1.1 From your GHL account, click Payments in the left-hand menu.
1.2 Select Invoices & Estimates.
1.3 Click Settings in the top tab.
1.4 Then select Notifications > Customer Notifications.

2.1 Scroll to locate “Payment Schedule Received.”
2.2 This is the automated email clients get when an invoice includes installment payments.

3.1 Use the toggle to enable or disable this message completely.
3.2 If your agency doesn’t want to send it at all, flip it off and move on.

4.1 Click Manage next to the Email or SMS template.
4.2 Update the subject line, message body, and formatting.
4.3 Add helpful details or brand voice for a better client experience.

5.1 Insert fields like:
  • {{paymentSchedule.totalAmount}}
  • {{paymentSchedule.dueDates}}
  • {{invoice.paymentLink}}
5.2 Make sure your invoice actually uses a Payment Schedule Emails, otherwise, these will appear blank.

6.1 Save your changes.
6.2 Next, run a test with a Payment Schedule Emails invoice to see how your message actually shows up.

And just like that, your invoice emails are sharper, clearer, and finally sound like your business.

Now that you’ve unlocked the ability to edit payment schedule emails, here’s how to make them really work for you, not just look “less bad.”

1. Keep It Human, Not Robotic
Using canned text won’t do your brand any favors. Speak in a way your clients recognize, whether that’s relaxed and friendly or clear and to the point.

2. Add a Support Contact Line
Always include a fallback like:
 “Need help with your payments? Just reply to this email or contact our billing team at [email protected]”
It builds trust and cuts down on support tickets.

3. Use Smart Conditional Messaging
Use if/else logic inside your custom fields or segments if you’re going advanced. Example: only show certain blocks if a payment is overdue or includes X number of installments.

4. Match Your Brand Style
When customizing with HTML or CSS, stick to your usual brand elements so your message looks like it came from you, not a patchwork of styles.

5. Test with Real Invoice Data
Always test using an invoice that actually has a Payment Schedule Emails attached. If you test on a regular invoice, your fields may come back blank, and your email will look broken.

6. Avoid Over-Automation
Just because you can send it doesn’t mean you should. Ask: does this notification actually help my client? If not, disable it and use your regular email sequences or workflows to communicate better.

It’s more than just an email tweak. It’s a solid step toward cleaner communication and smoother client handling.

Here’s the bigger picture:

1. More Professionalism, Less Confusion
You’re not stuck with outdated, robotic emails anymore. Now you can break down Payment Schedule Emails in a way that actually sounds like you.

2. Fewer Support Tickets
When clients know exactly what to expect, they’re less likely to email you with “What’s this charge?” or “When is my next payment due?” Better emails = fewer headaches.

3. Stronger Branding
Each email touchpoint is a branding opportunity. Customizing this notification helps you look polished and consistent, even in the smallest interactions.

4. Better Automation Strategy
This gives you control to decide which messages truly matter. Combine this with your workflows and follow-ups for a smarter client experience.

5. Flexibility Across Sub-Accounts
Managing multiple sub-accounts? You can customize this per location or roll out consistent templates using snapshots.

Doesn’t matter if you’re flying solo or running a full white-label operation, this helps you stay on top of the small stuff that keeps clients happy and sticking around.

Sometimes the smallest features create the biggest wins. This update to GHL’s invoice system finally gives agencies full control over a message that goes out every time a client receives a Payment Schedule Emails.

How you use it from here is in your hands.

Here’s what to do next:

• Take a quick look at what’s currently being sent. If your clients are still getting the stock message, it might be time for a refresh.
• Decide on your strategy: Want to turn it off completely? Add a personal touch? Or link to a help doc? Make a plan that matches your brand.
• Customize, test, and save: Edit your templates for both email and SMS, and test them using a real invoice with a Payment Schedule Emails.
• Make it uniform by pushing the update to all sub-accounts with GHL’s built-in snapshot or cloning features.

In a couple of minutes, you’ve tightened up a part of your client experience most agencies ignore, and that’s what sets the pros apart.