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Notification Preferences & Multi-Channel Alerts

3
Invoice #INV-0042 paid
2 min ago
12 transactions synced
1 hour ago
Series ending in 7 days
Yesterday
Email Notifications
Invoice paid
Bank sync
Series ending
In-App
All notifications
Customizable
Per-channel preferences

Notification Preferences

Take control of your notifications. Choose exactly how and when you want to be notified about important events in your account.

Per-channel control:

  • In-App: Notifications appear in your inbox within the app
  • Email: Receive email alerts for critical updates

Toggle each notification type independently for each channel.

New Notification Types

We've expanded our notification system to keep you informed about:

  • Invoice Paid — Know instantly when customers pay
  • Invoice Overdue — Get alerted when invoices pass their due date
  • Bank Sync — See when new transactions are imported
  • Series Ending — Advance notice before recurring invoice series expire
  • Bank Connection Expiring — Reminder to reconnect before sync stops

How It Works

  1. Navigate to Settings → Notifications
  2. Toggle notifications on/off for each channel
  3. Changes apply immediately

All notifications are enabled by default. Customize to match your workflow.

  • NotificationsNotification preferences with per-channel toggles
  • NotificationsEmail notifications for invoice payments and bank syncs
  • NotificationsSeries ending alerts before recurring invoices expire
  • NotificationsInvoice overdue notifications
  • NotificationsAll notifications now support both in-app and email delivery
  • SettingsUnified notification settings page