Notification settings

Bilify notifies people in two ways: by email, and in the in-app bell at the top of the screen. What gets sent at all is a company setting under Settings > Notifications. Each person can then switch off what they do not want to receive personally.

The bell and the Notifications page#

The bell in the top bar shows your 10 most recent notifications for the workspace you are in, with a count of unread ones. It refreshes about every 30 seconds.

• Click a notification to open what it is about (an invoice, a contract, a ticket). It is marked as read.
• Mark all as read clears the count.
• View all opens the Notifications page with your full history. There you can search, filter by Status (All, Unread, Read) and use Mark as read on a single entry without opening it.

You only ever see notifications addressed to you, and only those of the current workspace. What can arrive in the bell:

Change the company settings#

You need the settings.notifications permission (Owner and Admin by default).

Invoice due reminders email your client about unpaid invoices before, on and after the due date.

Add reminder adds another reminder before the due date.

Enter how many days before the due date this reminder goes out.

Choose which roles get an email and a bell notification when a payment is recorded.

Contract reminders nudge a signer who has not signed yet, a set number of days after the contract was sent.

Save. The new settings apply from the next daily check.

Next

Done

That is everything. You can replay it any time.

Start over

1. Invoice due reminders email your client about unpaid invoices before, on and after the due date.

2. Add reminder adds another reminder before the due date.

3. Enter how many days before the due date this reminder goes out.

4. Choose which roles get an email and a bell notification when a payment is recorded.

5. Contract reminders nudge a signer who has not signed yet, a set number of days after the contract was sent.

6. Save. The new settings apply from the next daily check.

1. Step 1: Invoice due reminders email your client about unpaid invoices before, on and after the due date.
2. Step 2: Add reminder adds another reminder before the due date.
3. Step 3: Enter how many days before the due date this reminder goes out.
4. Step 4: Choose which roles get an email and a bell notification when a payment is recorded.
5. Step 5: Contract reminders nudge a signer who has not signed yet, a set number of days after the contract was sent.
6. Step 6: Save. The new settings apply from the next daily check.

1. Open Settings > Notifications.
2. Adjust the Invoice due reminders, Payment received and Contracts cards as described below.
3. Click Save. Bilify confirms with "Notification settings saved."

The Send email from your own account card on the same page has its own Connect button and is explained in Send email from your own Brevo account.

Invoice due reminders#

Bilify emails your client about an unpaid invoice around its due date.

• Enabled switches reminders on or off for the whole company.
• When to remind sets the days:
  • Before the due date: one line per reminder, in days before (1 to 90). Use Add reminder for another line and the x to remove one.
  • On the due date: one reminder on the day itself.
  • After the due date (overdue): days after the due date (1 to 365).
• The default is 3 days before, on the due date, and 7 days after.

Bilify checks once a day, in the morning. Each invoice gets each reminder once, even if you change the settings later.

Which invoices get reminders: issued invoices with a due date whose status is Issued, Sent, Seen, Partially paid or Overdue. Paid and Cancelled invoices get none, and neither do drafts. The email goes to the client's primary contact, or the client's own email if there is no contact, or the email printed on the invoice.

Payment received#

When someone records a payment on an invoice, full or partial, Bilify tells your team.

• Enabled switches this notification on or off.
• Notify these roles: tick Owner, Admin, Accountant and/or Employee. Every member with a ticked role gets an email and a bell notification. The default is Owner and Accountant.

The client is never notified by this setting.

Contracts#

Turn off notifications for yourself#

Each person can narrow what reaches them without changing the company setting:

1. Open your Account and choose Preferences.
2. Under My notifications, switch off Email or In the app for payment received notifications, or In the app for disabled webhook endpoints.
3. Save.

You can only switch off what the company sends. You cannot switch on something the company has turned off. See Account and security.

See what was sent#

Every email Bilify sends on your behalf is listed in the email log, with its delivery status.