Managing Emails You Receive
Managing Your Notifications
Customize all of your email settings by visiting Account Settings > Emails & Notifications!
Turn Late Invoice, Paid Invoice, Subscription Ending, Recurring Payment Receipt, and Document Signed Emails On or Off
To receive a direct notification that a client or other user has a past due invoice, paid their invoice, has a subscription ending, automatically paid their recurring subscription, or signed a document, toggle the button(s) to on :
Toggle left (greyed out) is off. Toggle right (green) is on.
Note: The Document Signed notice will send you a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained!
Set up a bookkeeper, virtual assistant, operations admin, or even just yourself to receive automatic daily, weekly, and/or monthly transaction reports via email! Any email address can receive these reports (even if it is already receiving reports from another AdvicePay account or it isn't associated with an admin/billing user on your firm account).
- Daily - will be sent every morning for the previous day's data
- Weekly - will be sent Monday mornings for the previous week's data
- Monthly - will be sent on the 1st of the month for the previous month's data
To set up scheduled reporting, go to Emails & Notifications and scroll down to the Advisor Notifications section. Toggle the button on for the reports you want to receive. The report will automatically be sent to your account email address.
❓Want to add additional report recipients? Click the gear icon to access the report's settings:
Enter an Email Address and click Add. Click Save.
Note: To remove recipients, click the "X" button next to their email address. After your adjustments, be sure to save your changes!
If there are 0 transactions for the reporting period, no emails will be sent.
Adding Additional Recipients
To send all of the your email notifications to one or more recipients (by default the account owner's email is always included), enter the emails under Additional Email Recipients and click Add:
To remove a recipient, click the X button next to their listing!