Ability to Disable Default Email Template for Invoices With Payment Schedules
S
Sheri McKinney
Currently, when sending an invoice with a payment schedule, both the default system-generated email template and the custom email template (assigned in Global Invoice Settings) are firing at the same time. This results in the customer receiving two invoice emails for the same scheduled payment.
This behavior creates confusion and inconsistency — especially when only one of those templates has been intentionally customized to reflect the brand voice, payment terms, or special instructions.
For regular one-time or recurring invoices, the system correctly sends only the selected custom email template. But for payment schedule invoices, it appears the system does not respect the global template setting, and the default email is sent alongside the custom one with no option to disable it.
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D
Drew Smith
I am on the line with Support now discussing this very issue.
The generic payment schedule template is actually not correctly populating the amount of scheduled payment value either. Support have advised it is something they cannot assist with and needs to be escalated. Pretty frustrating.
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Mariah | FG Funnels Support Team
There is a separate generic system email template that is sent for invoices that have a payments schedule. We need the ability to edit this system template, or switch it out with our own customized template.