Notification Types

Setup: Contact your financial institution to set up notifications.
View settings: Notifications (top menu bar)

ACCESS

Notifications can be sent to any contact at your business.

Notification Type	Event / Trigger
Invoices Funded	The financial institution purchases invoices.
Invoices Repurchased	Any invoices are repurchased. Invoices Eligible for Repurchase
Transactions Settled	The financial institution settles credits or debits. (The business contact receives separate notifications for each type.)
Payments Posted*	Payments are posted for any customer (includes all payments, with and without notes). About Payment Application
Only Payments Posted with Notes*	Payments with notes are posted for any customer (includes only payments that have notes).
Reserve Analysis Completed	The financial institution conducts a reserve analysis that results in a transfer of funds. About Reserve Analysis
Business Credit Limit Expiration	The business's credit limit is approaching or past the expiration date.
Zero Payment Value	One or more customers with Fixed payment terms has a $0.00 payment amount or customer with Revolving payment terms has 0% due.

*The Payments notifications are mutually exclusive. You can choose one or neither, but not both.