The Email Alerts page is divided into sections containing email alerts related to a specific type of event. In each section, several specific alerts are displayed. Provided that the alert is enabled, a notification will be received by any recipient listed for the specific alert function(s) found in each tab.
To use the alert toggles, follow the instructions below:
Turn an alert on or off: click the TOGGLE SWITCH icon on the right hand side of the alert type.
View more information about a specific alert: click the BLACK TRIANGLE to open the subsection. Note that you can only view more information about an alert when the toggle switch is set to ON.
In each subsection, you can view the Payrix-generated ID for the alert, add or remove email addresses that receive the alert, or choose to send an email regarding the event to all referrer activity by selecting the SET ON REFERRER toggle.
After makinng any changes to an alert setting, click SAVE on the right hand side of the toggle switch to save any changes.
Note: Email Alerts can function in both live and sandbox environments.
To view a specific section, click the header located at the top of the page. The features of each section are described in the sections below.
Disbursements
The Disbursements section contains notification settings related to disbursement events, including the following alert types:
Disbursement Notification Type | Description of the Email Notification |
|---|
Disbursement Requested | A disbursement was requested. |
Disbursement Processing | A disbursement is now processing. |
Disbursement Processed | A disbursement was processed. |
Disbursement Failed | A disbursement request failed. |
Disbursement Denied | A disbursement request was denied. |
Disbursement Returned | A disbursement was returned. |
Merchants
The Merchants section contains notification settings related to events involving the merchant boarding process, including the following alert types:
Merchant Notification Type | Description of the Email Notification |
|---|
Merchant Created | A new merchant ID was created in the portal. |
Merchant Boarding | The boarding process for a new merchant has started. |
Merchant Boarded | A new merchant was successfully boarded to the portal. |
Merchant Manual Review | Indicates that the merchant is under manual reviewed by Payrix for verification purposes. |
Merchant Held | Indicates that the merchant account is temporarily held, and is not boarded to the portal. This status will be changed in the future by Underwriting. |
Merchant Denied | A merchant boarding application was denied. |
Chargebacks
The Chargebacks section contains notification settings related to events involving any chargebacks that are associated with your account.
The Chargebacks section includes the following alert types:
Chargebacks Notification Type | Description of the Email Notification |
|---|
Chargeback Opened | A chargeback dispute was opened by a customer’s card brand. |
Chargeback Closed | A chargeback dispute was closed by Payrix. |
Chargeback Created | A chargeback transaction was created manually by the merchant. |
Chargeback Lost | A chargeback dispute was awarded to the purchaser, triggering a debit to the merchant or other user. |
Chargeback Won | A chargeback dispute was awarded to the merchant or referrer, triggering a credit to that user. |
Transactions
The Transactions section contains notification settings related to events involving online or point of sale transactions associated with your account, including the following alert types:
Transactions Notification Type | Description of the Email Notification |
|---|
Transaction Created | A new transaction was created involving your account. |
Transaction Approved | A transaction was approved. |
Transaction Failed | A transaction failed. |
Transaction Captured | The transaction has been authorized, and funds have been allocated to for settlement, during which fees and other costs will be deducted. |
Transaction Settled | Transaction Funds have been settled (i.e. the fees and costs were successfully processed) and are now available in your account’s “Available Balance” for withdrawal. |
Transaction Returned | Indicates that a refund was issued to the cardholder for a transaction. |
Transaction eCheck Funded | Indicates that the transaction occurred via eCheck. |
Terminal Transaction Created | A transaction was created via a credit card terminal. |
Terminal Transaction Approved | A terminal transaction was approved. |
Terminal Transaction Failed | A terminal transaction failed. |
Invoices
The Invoices section contains notification settings related to events involving invoices for goods or services sold via your merchants or other users associated with your account, including the following alert types:
Invoices Notification Type | Description of the Email Notification |
|---|
Invoice Created | A new invoice was created. |
Invoice Cancelled | An existing invoice was cancelled. |
Invoice Expired | The invoice was not paid in full by the required due date. |
Invoice Viewed | The customer viewed the invoice. |
Invoice Paid | The invoice has been paid partially or in full. |
Invoice Emailed | An invoice was emailed to the recipient. |
Invoice Result Failure | A transaction that was paid to the invoice failed. |
Subscriptions
The Subscriptions section contains notification settings related to subscription services and payments sold via your merchants or other users associated with your account, including the following alert types:
Subscriptions Notification Type | Description of the Email Notification |
|---|
Subscription Created | A new subscription was created by one of your merchants. |
Subscription Approved | A pre-authorized subscription payment was approved. |
Subscription Failed | A subscription payment failed. |
