Automated Email Notifications - Initial Global Enablement

Global Automated Email Notifications

How invoice notifications work once enabled

Global notifications ensure your clients stay informed about important invoice updates. Once enabled, emails begin sending shortly after based on the timing and rules you’ve configured.

Important: Notifications are sent automatically based on invoice status and your notification settings. Eligible clients may begin receiving emails within minutes of activation.

Notification Types & Timing

Expand each section below to see when emails send and what invoices are included.

New Invoice Notifications ▶

• Sends for existing posted invoices and new invoices moving forward.
• Emails trigger based on your configured timing (for example, 15 days before the invoice due date).
• Only invoices meeting that timing window will send.
• If a new invoice email is manually sent first, an automated duplicate will not be sent.
• Each invoice has its own dedicated notification.

Past Due Notifications ▶

• Sends for each past-due invoice that meets your configured timing.
• Example: If notifications are set to send 5 days after the due date, only invoices past due by 5 days or more will trigger an email sequence.
• Each invoice has its own dedicated notification.

Learn more about Past Due notifications →

Upcoming AutoPay Notifications ▶

• Sends for upcoming AutoPay invoices based on your timing rules.
• Example: If set to notify 3 days before the due date, only invoices due in 3 days or less will send.
• Each invoice has its own dedicated notification.

Learn more about Upcoming AutoPay notifications →

Open Invoice Notifications ▶

• Sends a single consolidated email containing all open invoices.
• Includes both posted and past-due invoices.
• This notification functions as an account-level summary, not per-invoice alerts.

Learn more about Open Invoice notifications →