Instant Message Settings

The Instant Message Settings feature allows you to define SMS and email templates that are automatically triggered when invoices are created or updated via file upload or API. These messages help customers take timely action—such as making a payment or managing their payment arrangement—by providing direct links and relevant instructions.

Supported Invoice Statuses

Instant messages are sent based on the status of the invoice. The system supports two key statuses:

Invoice Status	Description
Awaiting Payment	Triggered when an invoice is created or updated in Credit Clear via sync.
On Payment Arrangement	Triggered when an invoice is linked to an active payment arrangement.

Each status supports both SMS and Email templates.

Trigger Conditions

Instant messages are sent automatically when:

An invoice is created or updated via file upload or API integration
The invoice matches one of the configured statuses above

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Important Setup Notes

This feature is optional and not visible by default. To enable it, please contact Credit Clear Support at [email protected] .

To trigger instant messages, you must set the sendInstantMessages flag when uploading a file or sending data via the API.

For implementation details, refer to:

API Documentation

[Standard Input File Guide](https://docs.creditclear.com.au/docs/standard-input-file#/