Messaging and Notification Settings
Invoay sends your customers messages automatically — a copy of their bill, appointment confirmations and reminders, package and membership updates and so on. These pages control what those messages say and whether they're sent.
How to open it: Setup › Messaging Settings
Default SMS Settings
The ready-made SMS messages Invoay sends for everyday events. Choose a store to see its list:
| Column | Meaning |
|---|---|
| Sms Identifier | Which event the message is for (for example, a new bill) |
| DLT Template ID | The ID of the approved template on the DLT portal (India) |
| Template | The message text |
| Is Free | Marks messages that are free of charge, where free messages apply to your account |
| Is Active | Untick to stop sending this message |
Find and Replace – need to change the same words in all the default messages for a store (for example, your store name)? Choose the store, type what to Find and what to Replace it with, and save.
Custom SMS Settings
The same list, but here you can edit the message text and enter the DLT Template ID you received on the DLT portal.
⚠️ Please take care when editing. An incorrect template — or one that doesn't exactly match what's approved on DLT — may stop the SMS from being sent.
Promotional SMS Templates
Your own promotional messages, used when you send SMS to customers and for birthday and anniversary wishes.
Click New and enter a Name, Remarks, the DLT Template ID and the SMS Content exactly as approved. To stop using one, untick Is Active.
Templates can't be edited once saved — add a new one and deactivate the old one instead.
Appointment Reminder Settings
Remind customers before their appointment. For each store, set Number Of Minutes — how long before the appointment the reminder goes out — and tick Is Active. The message itself can be changed in Custom SMS Settings.
WhatsApp Settings
🔑 Which option you'll see:
- If your account uses the official WhatsApp Business (WABA) connection, you'll see WABA Settings — see WhatsApp Settings.
- Otherwise you'll see Default WhatsApp Settings: a list of the WhatsApp messages sent for each store, with a preview of each. Untick Is Active to stop one.
Notification Settings › Day Summary WhatsApp
How to open it: Setup › Notification Settings › Day Summary WhatsApp
Get a summary of the day's business for all your stores on WhatsApp. The owner's number is shown; add any additional phone numbers (for example your business partner or area manager) and save.
💡 Individual staff can also get a daily sales summary — tick Is Daily Sales Summary Enabled on WhatsApp in their Rights.