---
title: "Customize Invoice Paid & Due Date Emails | Helcim Learn"
slug: "invoice-notifications"
description: "Learn how to customize the emails your customers receive for paid invoices, due date reminders, and new notes. Keep your clients informed automatically."
updated: 2025-09-18T22:18:41Z
published: 2025-09-18T22:18:41Z
canonical: "learn.helcim.com/invoice-notifications"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your invoice notifications

Timely and clear communication is key to getting your invoices paid on time. Whether you're sending a new invoice, confirming a payment, or gently reminding a client about a due date, automating these emails saves you valuable time and keeps your cash flow healthy.

This article will guide you through all the email notification settings for Helcim Invoicing.

## Finding your communication settings

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First, you'll need to navigate to the main communications hub in your account.

1. Click on the **All Tools** menu in the top-left corner of your screen.
2. In the menu that appears, scroll down and select **Settings**.
3. On the **Settings** page, click **Communications**.

![How to access the communications settings page in the Helcim platform.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/communication-settings.png)

## Configuring your invoice notifications

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### 

On the left side of the **Communications** page, look for the **Invoices** heading. Each notification under this heading has slightly different settings. Select an email from the list to manage its unique options on the right side of the page.

| **Notification** | **Description** | **Available Settings** |
| --- | --- | --- |
| **Invoice PDF copy** | This email is triggered when you select **Email PDF Copy** from within the invoicing tool. | - Send email - Attach PDF file (as opposed to just the image of the invoice in the email) |
| **Invoice paid** | Sent to a customer after they have successfully paid an invoice. | - Send email - Send customer copy - Send merchant copy - Attach PDF file |
| **Pay now email - Customer Portal** | A due or past-due reminder for customers who have a portal account. | - Send email - Send merchant copy |
| **Pay now email - Online Invoice View** | A due or past-due reminder with a direct payment link for customers without a portal account. | - Send email - Send merchant copy |
| **New invoice note** | Notifies a customer when you have added a new note to their invoice. | - Send email - Send customer copy |
| **Deposit request** | Sent when you request a deposit for an invoice. | - Send email (sends to the customer by default) |

After choosing your settings for a specific notification, you can scroll down to edit the **Email template** (both **Subject** and **Body**) for that message.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/invoice-paid-email-setting.png)

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | To learn how to use special placeholders called **Dynamic fields** in your email templates, check out our [guide on personalizing emails](/v1/docs/dynamic-fields-email-personalization). |
| --- | --- |

## Next steps

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- **Create your first invoice:** Ready to start invoicing? Learn how to [create and send your first invoice](/v1/docs/create-a-helcim-invoice) here.
- **Explore the Customer Portal:** Give your customers a secure place to view their history and pay invoices. Learn more with [How to use the Customer Portal](/v1/docs/using-customer-portal).

---

### FAQs

**What's the difference between the two "Pay now email" options?**

The **Customer Portal** version is for clients who have a secure portal account with you, while the **Online Invoice View** is for sending a direct payment link to customers who don't have a portal account. For most businesses, keeping both enabled is a good idea.

**Can I turn off reminders for just one specific customer or invoice?**

No, the settings on this page are global and apply to all customers and invoices.

**How do I send an invoice to a customer manually?**

You can always send an invoice manually from the Invoicing section of your account. Simply open the invoice you want to send, select **Actions**, and then **Send Pay Now Email**.