Email notifications

Email notifications keep you in the loop when someone mentions you, assigns you an invoice to approve, or a new Peppol invoice arrives. You control most of these from your personal settings.

Where to find it

Settings โ†’ User (personal preferences); marked-as-paid emails are turned on organisation-wide by an Owner or Admin

โœ… Common tasks

Set your personal email preferences

  1. Go to Settings, then User

  2. Turn on Peppol invoice emails if you're an Owner or Admin

  3. Turn on approval-request emails to get alerts when you're assigned an approval

  4. Optionally enable the matching Slack notification too

These preferences are per organisation, so check them again after switching organisations.

Get notified about approval requests

  1. Get assigned as approver on an incoming invoice

  2. Make sure you have approval-request emails enabled

  3. Click the email link to open the invoice in your to-do list

You won't get an email if you assign yourself, or for a suggested (not confirmed) assignment.

Get notified about new Peppol invoices

  1. Enable Peppol email notifications in your User settings

  2. Be an Owner or Admin of the receiving organisation

  3. Wait up to 5 minutes for Cashfeed to process the invoice

  4. Click the email link to review the invoice

You get one email per new Peppol invoice โ€” not a combined digest.


๐Ÿ”— See also

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