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Settings → Notifications controls how BillBasket sends invoices, receipts, and reminders to your customers, and lets you customize exactly what those messages say.

Understanding the fields

Notification Channels

  • WhatsApp / SMS / Email — toggles turning each channel on or off for sending customer messages.
  • Copy to clipboard — always on and can’t be turned off; it’s the fallback that lets you paste a message into whichever app you prefer manually, even if you don’t use any of the other channels.
  • Set as default — appears only next to a channel that’s already turned on and isn’t already the default. Picking a default means BillBasket uses that channel automatically when sending, without asking you to choose each time. Only one channel can be default; setting a new one replaces the old default.

Message Templates

One editable template per business moment — invoice reminder, payment receipt, refund sent, credit note, and (if the Appointments/Services add-on is on) appointment confirmation and appointment reminder.
  • Name — an internal label for the template, not shown to customers.
  • Subject — used for channels that show a subject line (like email); ignored by channels that don’t (like WhatsApp).
  • Body — the actual message text sent to the customer.
  • Active — turns that specific template off without affecting the channels themselves; an inactive template is skipped when its triggering event happens.
  • Tag tokens (e.g. {customer_name}, {amount}, {date}) — placeholder tags you insert into Subject or Body; BillBasket fills in the real value automatically when the message is sent. Tags insert wherever your cursor last was — in the Subject field or the Body field — so click into the field you want the tag added to before tapping a tag.
  • Restore default — resets that one template’s wording back to BillBasket’s built-in version, without touching your other templates.
Appointment confirmation and appointment reminder templates only appear once the Appointments/Services add-on is turned on — see Add-ons & system settings.

See it on your device

Notification channels with WhatsApp (marked Default), SMS, and Email all turned on — each has a Set as default link once enabled. Copy to clipboard at the bottom is always available and can’t be turned off, as the universal fallback.
Notification channels page with WhatsApp, SMS, and Email toggled on and WhatsApp marked as default

Try it: Sharma Kirana Store

1

Turn on WhatsApp and set it as default

Rajesh Sharma opens Settings → Notifications → Notification Channels and turns on WhatsApp, setting it as the default channel since most of his customers use it.
2

Customize the reminder message

He then opens Message Templates, taps the payment reminder template, and adds a friendly line — keeping the {customer_name} and {amount} tags in place so each customer’s reminder is still personalized automatically.