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Managing Billing Notifications For Everflow Pay
Managing Billing Notifications For Everflow Pay

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Managing Billing Notifications For Everflow Pay

Learn how to set up alerts for payments and invoices so you never miss important billing updates.

Overview

Everflow Pay can send you and your partners alerts about billing activities.

You can choose which updates you want to get and how you want to get them - either in the app or by email.

Note
The notifications described in this article are set up in the Everflow (Core Platform), not in Everflow Pay. Everflow Pay has its own separate notification settings. Make sure you're in the right system when setting up your alerts:
Use Everflow (Core Platform) described here for invoice and billing alerts
Use Everflow Pay Platform to manage notification to Payees or to Payers (updated to Payee profiled, rejected payments, etc.)

Available Notification Types

Invoice Notifications

 
   
     Notification    
   
     Description    
 
 
   
     Invoice Created    
   
     
       
Alerts when invoices are generated
       
Manual or auto-invoicing triggers
       
Option for in-app and email notifications
     
   
 
 
   
     Invoice Overdue    
   
     
       
Triggers when payment due date passes
       
Critical for payment tracking
       
Recommended for both in-app and email
     
   
 

Payment Notifications

Notification
Description
Payment Executed
Confirms processed payments
Transaction completion alerts
Status update notifications
Partner Billing Information Updated
Changes to partner billing details
Updates through Partner Platform
Verification of billing modifications

Setting Up Notifications

Method 1: Control Center in the Core Platform

Navigate to
Control Center
Select
Platform Configurations
Click
Default Notifications
Scroll to Billing section
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Method 2: Account Settings

 
Click on
My Account
 
Select
My Notification Preferences
 
Scroll to Billing section
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Configuring Alerts

 
Toggle notifications
ON/OFF
 
   Select delivery method:    
     
In-app notifications
     
Email notifications
     
Both options simultaneously
   
 
 
   Choose notification scope:    
     
All events
     
Managed accounts only
   
 

Best Practices

Managing your billing notifications effectively can save you time and prevent potential financial oversights.

By carefully configuring your notifications, you'll stay informed about critical payment activities without being overwhelmed by unnecessary notifications. Focus on turning on notifications for significant financial events like invoice creation, overdue payments, and payment executions to ensure you never miss important updates.

It's wise to use both in-app and email notifications for the most important billing events. This dual approach provides a safety net, ensuring you'll receive crucial information even if you miss a notification in one channel.

Regularly reviewing and updating your notification settings is key to maintaining a smooth financial workflow. Make sure your contact information is current and take a few moments periodically to verify that your notification preferences still meet your current business needs.

This proactive approach will help you stay on top of your financial management with minimal effort.

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