EF Helpdesk

The Everflow Pay Notification Center is a centralized hub where you can manage and control alerts for both yourself and your payees. This system keeps you informed about various critical aspects of your payment operations, including deposits made to your account, any changes in payee information, payee tax verification issues, and numerous other important updates.

Why It Matters

By leveraging this notification center, you can stay on top of crucial financial transactions and maintain accurate, up-to-date records for all parties involved in your payment ecosystem.

How to Access Notification Preferences

Navigate to the bottom-left corner of the page

Click on My Account

In the menu that appears, select My Notification Preferences

Here, you can view all available notifications for both payers and payees.

You can toggle notifications on or off depending on your preferences.

List of Notification Options

To Payers (Users)

Notification Name

Notification Triggers

Description

Deposits

Any deposit made to your Everflow Pay account.

Notifies you when Everflow Pay has received your deposit and that a hold period is in effect.

It includes the following details:

The exact amount deposited into your Everflow Pay account.

The last few digits of the account number receiving the funds.

Information about a temporary hold period, typically 72 hours.

Update to Payee profile - General Information

Changes to any of the following fields in the payee's profile:

First name

Last name

Phone number

Legal entity

Informs you when a payee modifies their general profile details in Everflow Pay.

It includes:

The payee's name and ID.

Specific fields that have been changed, typically Phone and Email.

The payee's email address for direct contact if needed.

A reminder to contact the payee directly for any questions or further information.

Update to Payee Profile - Banking Information

Changes to any of the following fields in the payee's banking information:

Deposit currency

Bank name

Bank account number

SWIFT / BIC

Notifies you about changes to a payee's banking details in their Everflow Pay profile.

This includes updates to information such as:

Bank Name

Deposit Currency

To Payees

Notification Name

Notification Triggers

Description

TIN Matching Failure

Failed attempt to match the payee's tax information with IRS records.

Alerts the payee that their tax information doesn't match IRS records.

Payees can be notified of the TIN Matching Failure:

3 times at 72-hour intervals

Once

This critical notification includes:

Information about the mismatch between submitted tax information and IRS records.

Steps for the payee to correct and resubmit their tax forms.

The importance of resolving this issue for proper payment processing.

Confirmation of Update - General Information

Changes to any of the following fields in the payee's profile:

First name

Last name

Phone number

Legal entity

Confirms changes the payee made to their general information in their Everflow Pay profile.

This notification includes:

Acknowledgment of recent updates to the payee's profile.

Specific mention of updated fields, typically including phone and email.

Instructions to review billing settings for more detailed information.

Contact information for the payee's primary contact at the Payer's company for any questions.

Confirmation of Update - Banking Information

Changes to any of the following fields in the payee's banking information:

Deposit currency

Bank name

Bank account number

SWIFT / BIC

Acknowledges updates the payee made to their banking details in their Everflow Pay Profile.

This notification includes:

Confirmation of changes to the payee's Everflow Pay profile.

Specific mention of updated banking information fields, such as Deposit Currency and Bank Name.

Instructions to review billing settings for more detailed information.

Contact information for the payee's primary contact at the Payer's company for any questions.

Confirmation of Update - Tax Information

Change in the document type for tax information, including switches between:

W-9

W-8 BEN

W-8 BEN-E

Acknowledges changes the payee made to their tax information in their Everflow Pay Profile.

This notification includes:

Confirmation of updates to the payee's Everflow Pay profile

Specific mention of the updated tax form (e.g., W9 Form)

Instructions to review tax settings for more detailed information

Contact information for the payee's primary contact at the Payer's company for any questions.

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Next in This Series

Manage notifications for payers and payees, covering crucial updates such as account deposits, changes in payee information, etc.

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Overview

How to Access Notification Preferences

List of Notification Options

To Payers (Users)

To Payees

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