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There are 6 Email Alert categories:
Disbursements - Notifications about disbursement events
Merchants - Notification about Merchant boarding events.
Chargebacks - Notifications about chargeback events.
Transactions - Notifications about any transaction events.
Invoices - Notifications about invoice events.
Subscriptions - Notifications about subscription events.
See a full list of alert triggersall available email triggers below.
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Note: By default, all custom Email Alerts are disabled (indicated with the grayed out switch to the right of each box), which means that when that event happens, , so no alert will be sent . Remember to enable the alerts you want to receive notifications for!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 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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Disbursement Alerts
Merchant Alerts
Chargeback Alerts
Transaction Alerts
Transaction eCheck Funded A Transaction’s eCheck payment has been funded. Terminal Transaction Created A Terminal Transaction has been created. Terminal Transaction Approved A Terminal Transaction was approved. Terminal Transaction Failed A Terminal Transaction received a failed authorization. Invoice Alerts
Subscription Alerts
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To enable an alert, click the toggle button found to the right of the event and once enabled you can expand the option to add email recipients by clicking on the name of the alert. Additionally, you can modify the email address(es) that the alert will be sent to or add more email for multiple recipients. By default, the first email to receive alerts is the login email of the user.
Email Alert Set Up
To set up an Email Alert, login to the Portal as the user or admin of your choice. 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 address.
Note: 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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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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