Configure notifications
The notification feature lets you configure automated email alerts for specific document types when they are sent or received.
- Click Notifications to configure company email alerts.
Note:
Notifications are managed within each company.
- Click New notification on the Company Notifications page and enter the required information.
- Enter the email.
- Choose the address type:
- Email: The notification will be sent to the specified email address.
- Billing email from the main entity: The notification will be sent to the company's primary email address.
- Choose the type of notification you prefer. For example:
- Select Financial document reception to configure notifications for incoming invoices.
-
Select Financial document send to configure notifications for issued invoices.
Note:If you want, enable the option to attach the document in PDF format.
- Click Save.
Tip:
Repeat this process for each type of notification you want to configure.
Notification types-
Financial document reception
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Non financial document reception
-
Paper document reception
-
Payment document reception
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Financial document send
-
Non financial document send
-
Paper document send
-
Payment document send
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Cancel partnerships
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Connected entity change data
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Activate partnerships
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Reject partnerships
-
Confirm partnerships
-
Partnership request
-
New entity registry
-
Entity changed payment data
-
Financial document reception canceled
-
Sending of financial document canceled
-
Non financial document reception canceled
-
Non financial document send canceled
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