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The Notifications page can be located on the within the Settings section on the left side bar.
Contracts Notifications
Under the Contracts section, you can enable notifications related to proposal activity.
Proposal Signed Notification
When enabled, you will receive a notification anytime a client signs a proposal. Use this setting to stay informed when Contracts are finalized so you can move forward with planning and next steps.
Payments Notifications
The Payments section controls Payment reminders and receipts sent to clients.
Payment Reminders
You can automatically send reminder emails to clients before a payment is due.
Send payment reminders
Toggle this on to enable reminders. (Projects that are in booked, production, or completed status will receive this notification)Days before due date
Choose how many days before the payment due date the reminder should be sent (for example, 3 days before).Email Template
Select the email template that will be used for payment reminders.Include Project Owner on email
Enable this option if you would like the Project Owner to be copied on the reminder email.
This is helpful for reducing missed or late payments while keeping internal staff informed.
đĄ Note: Payment reminders use Email Templates. Be sure youâve created or updated your email template before enabling payment reminders.
Learn more in our Templates - Email article.
Email Receipts
Enable email receipts to automatically send customers a receipt when:
A payment is successfully made through the customer portal.
A refund is issued.
You can also select multiple Curate users to receive payment and refund receipts, keeping the appropriate team members informed without manually forwarding emails.
Customer receipt delivery and your internal recipient selection serve different purposes: customers receive their transaction record, while selected Curate users receive copies for internal tracking.
đĄ Pro Tip: Streamline your payment reminders with AI Assist
Looking for an easier way to follow up on unpaid invoices? Instead of manually tracking overdue accounts, you can now use AI Assist to instantly identify past-due payments and prepare follow-up emails using your saved templates.
Check out our guide on Using AI Assist for Past-Due Payments to learn more.