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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.

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.