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By default, all custom Email Alerts are disabled, so no alert will be sent if an event happens. The Platform does provide a set of default Email Alerts when a Merchant is boarded to cover critical notifications. Read more about Default Email Alerts below. |
Email Alert Set-Up
To set up an Email Alert, login to the Portal as the user or admin of your choice. Then , then follow the steps below:
Step 1: Dashboard → Email Alerts
Step 2: Toggle on the Email Alert you’d like to send and enter the desired recipient’s email(s).
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Tip: It is recommended that you use the Admin’s login email or Account Manager email address to ensure notifications aren’t missed and that alerts are confidential from portfolio Merchants, other users, etc. |
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| title | Click to see a full list of available Email Alerts |
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Disbursement AlertsAlert Triggers | Description |
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Disbursement Requested | A Disbursement (Withdrawal) has been requested by a user. | Disbursement Processing | A requested Disbursement (Withdrawal) is processing. | Disbursement Processed | A requested Disbursement (Withdrawal) has finished processing. | Disbursement Failed | A requested Disbursement (Withdrawal) has failed. | Disbursement Denied | A requested Disbursement (Withdrawal) has been denied. | Disbursement Returned | A requested Disbursement (Withdrawal) has been returned. |
Merchant AlertsAlert Triggers | Descriptions |
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Merchant Created | A new Merchant account has been created. | Merchant Boarding | A new Merchant has submitted an onboarding Sign Up Form. | Merchant Boarded | A new Merchant has been successfully boarded to the Platform. | Merchant Manual Review | A Merchant attempting to board was flagged for manual review. | Merchant Held | A hold has been placed on a Merchant attempting to board. | Merchant Denied | A Merchant attempting to board has been denied. |
Chargeback AlertsAlert Triggers | Descriptions |
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Chargeback Opened | A Chargeback has been opened via customer Dispute. | Chargeback Closed | A Chargeback has been closed after being won or lost. | Chargeback Created | A new Chargeback has been created via Portal. | Chargeback Lost | A Chargeback has been lost. | Chargeback Won | A Chargeback has been won. | Chargeback Opened | A Chargeback has been opened via customer Dispute. |
Transaction AlertsAlert Triggers | Descriptions |
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Transaction Created | A Transaction has been created. | Transaction Approved | A Transaction was approved. | Transaction Failed | A Transaction received a failed authorization. | Transaction Captured | A Transaction’s funds have been captured. | Transaction Settled | A Transaction’s funds have been setlled. | Transaction Returned | An attempted Transaction was returned. |
Invoice Alerts Alert Triggers | Description |
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Invoice Created | An Invoice has been created. | Invoice Cancelled | An Invoice was cancelled. | Invoice Expired | An Invoice has exceeded its expiration date. | Invoice Viewed | An Invoice has been viewed by the customer. | Invoice Paid | An Invoice was paid by a customer. | Invoice Emailed | An Invoice has been emailed to the customer. | Invoice Result Failure | An Invoice payment resulted in a failed authorization. |
Subscription AlertsAlert Triggers | Description |
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Subscription Created | A Subscription has been created. | Subscription Approved | A Subscription was approved. | Subscription Failed | A Subscription payment resulted in a failed authorization. |
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Warning: Email Alerts will not be sent to a newly provided email address until it is verified through the initial enrollment email sent to the user. |
Default Alerts
When a Merchant first boards onto the Platform, there are predefined email alerts that are configured with the Merchant by default, to keep them informed of critical events that take place within their portfolio, even if they haven’t set up their own email alerts.
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