How to Customize Invoice Email and SMS Notifications

By default, Sparkforge sends a standard set of invoice emails and SMS messages whenever an invoice is created, sent, or paid. The notification customization feature lets you replace those defaults with your own templates so the wording, the branding, and the trigger logic match how your business actually communicates.

What You Can Customize

• Email body and subject — fonts, colors, layout, and copy
• SMS body — short-form text with merge fields
• Which notifications fire and which stay off
• Separate templates for the customer receiving the invoice and the sub-account user sending it

Available Notification Types

Sparkforge fires notifications at each stage of the invoice lifecycle. Each one can be edited or disabled independently.

How to Customize a Notification

1. Open Payments > Invoices & Estimates and click the gear icon for settings.
2. Select Notifications.
3. Pick the notification you want to edit and toggle Customize.
4. Use the rich-text editor to set your subject line and body. Insert merge fields for customer name, invoice URL, total, and due date.
5. Save the template. Use Send Test to preview it on a real address or phone number.

Useful Merge Fields

• {{contact.first_name}} — customer first name
• {{invoice.total}} — invoice total
• {{invoice.due_date}} — due date
• {{invoice.url}} — link to the hosted invoice
• {{location.name}} — your business name

Disable a Notification

If you do not want a particular event to send anything, toggle the notification off entirely. This is useful for staff-side notifications when a team uses a separate tool to track invoice activity.