You can enable notification emails for invoices to automatically keep interested parties up to date on the status of invoices. These notifications include:

• Emails to the invoice's counterparties when the invoice is first issued.
• Internal and external status change notifications sent to invoice notification subscribers and invoice counterparties.

To use invoice notifications, your organization needs to have email sending enabled. If you are not sure if email sending is enabled for your organization, contact support.

Enabling Notifications for an Invoice

Invoice notification subscribers will be notified of all invoice events. (To check what notification groups are subscribed to invoice events, visit your Notifications settings page.)

You can enable invoice counterparty email notifications on a per-invoice basis.

1. Find the Enable email notifications toggle in the invoice form. Toggle it on to enable email notifications to invoice counterparties.
2. Additionally, a Notification Recipients section will show up. You can optionally add up to 20 email addresses you want to be CC'ed on notification emails sent to the invoice counterparty's email.

🚧

If the invoice's counterparty doesn't have an email associated, you will be required to add at least one notification email.

3. Save changes on the invoice.

Subscribing invoice notification groups

You can subscribe roles in your Modern Treasury organization to receive notification emails about invoices.

To subscribe the roles to Invoice notifications:

1. Confirm that email sending is enabled for your organization. (If you're not sure if it is enabled, contact support.)
2. Go to your organization's Notifications settings page.
3. Subscribe roles by selecting them in the Invoices dropdown.

Notification matrix

The following table shows which emails will be sent when an invoice's status changes when notifications are enabled.

* Note: The user that transitions an invoice to unpaid is the invoice sender and will receive these notification emails, regardless of who initially created the draft invoice. If the invoice is created with auto-advance, the invoice creator is the invoice sender.

Internal notification email examples

The following are examples of what emails to internal recipients look like.

Invoice issued

Invoice has a pending payment

Invoice's pending payment failed

Invoice paid

Invoice voided

External notification email examples

The following are examples of what emails to external recipients (i.e., invoice counterparties) look like.

Invoice issued

Invoice has a pending payment

Invoice's pending payment failed

Invoice paid

Invoice voided