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Using notification templates and history

Customize supported email templates and review the notification log without losing delivery context.

Updated August 22, 2026

Notification settings let you customize supported delivery and invoice messages. History records queued, sent, failed, or skipped attempts so you can trace what happened.

Customize safely

  1. 1Open Settings → Notifications and choose a template.
  2. 2Keep the supported merge fields shown by the editor; fields are replaced when the message is sent.
  3. 3Use the preview or save action, then send a real message only after checking recipient and amount details.
  4. 4Open History to refresh the latest notification attempts and inspect an issue message when delivery fails.
Tip:The business name sign-off comes from your Business Profile. Existing custom templates are not silently overwritten when default wording changes.

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