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Everflow Pay Notification Center
Everflow Pay Notification Center

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

Dasha Shareyko avatar
Written by Dasha Shareyko
Updated over 2 months ago

Overview

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.

💡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

  1. Log in to your Everflow Pay account

  2. Navigate to the bottom-left corner of the page

  3. Click on 👤My Account

  4. 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

  • Email

  • 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.

Payees can be notified of the TIN Matching Failure:

  • 3 times at 72-hour intervals

  • Once

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

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

  • Email

  • 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.

Related Articles
Everflow Pay FAQ
Funding Your Everflow Pay Account
Everflow Pay Tax Features
Webinar: Everflow Pay - Streamline Tax Season With Time-Saving Automations
Affiliate/Partner Steps to Complete Everflow Pay Payee Accounts
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