Overview
We've added two new notification types for Fergus Pay users to help you stay informed about customer invoice activity.
Note: These notifications are available exclusively to Fergus Pay users. To set up Fergus Pay, check out our help article.
In this article, we'll cover:
New Notification Types
1. Invoice Viewed Notification
When a customer views an invoice in the customer portal, you'll receive:
An in-app notification
Web:
Fergus Go:
An email notification:
2. Invoice Paid Notification
When a customer pays an invoice through the portal using Fergus Pay, you'll receive:
An in-app notification (Desktop & Fergus Go)
An email notification
This notification indicates that payment has been made by your customer and its on its way! Standard payout times apply.
How to Enable These Notifications
Follow these steps to set up the new notifications:
Step 1: Grant Notification Permissions
Navigate to Settings in your Fergus account
Select Users from the left hand menu
Click on the user you want to enable notifications for
Go to Permissions
Select Notifications from the list of permissions
Edit the permissions to allow the user to receive notifications for invoices paid and invoices viewed
Step 2: Activate the Notifications
Go to the Notifications tab
Locate the new invoice notification options
Tick the checkboxes to enable the notifications you want to receive
Conclusion
These new notification features help you stay on top of your customer interactions and payment activities in real-time. Set up these notifications today to streamline your invoice management workflow.