Email notifications play a crucial role in keeping you and your vendors informed about payments, approvals, account activity, and other important events in Settle.
This article provides a comprehensive overview of all email notifications you can expect to receive as both a user and a vendor, along with details on who receives each notification.
User Email Notifications
Payments & Approvals
Scenario | Notification | Recipient |
Payment Submission | Confirmation email when a payment is submitted | Payment submitter |
Approval Request | Email sent when payment requires approval | Approver |
Approval/Rejection | Email once payment is approved or rejected | Payment submitter |
Pending Approval Reminder | Reminder email sent if approval is pending for more than 10 days | Approver |
Payment on Its Way | Notification when payment is in progress | Payment submitter |
Upcoming & Ongoing Notifications
Scenario | Notification | Recipient |
Upcoming Payments Digest | Semi-weekly summary of upcoming payments, NSF warnings, and broken bank links | Business users |
Feature Announcements | Product and feature update emails | Business users |
Account Setup & Management
Scenario | Notification | Recipient |
Account Microdeposit | Micro-deposit verification email | Business users |
User Invitation | Invite to join the business on Settle | Invited user |
User Email Verification | Verification email during onboarding | Invited user |
User Password Reset | Password reset email | User requesting reset |
User Deactivated | “You no longer have access…” due to subscription change | Affected user |
User Reactivated | Access restored notification | Affected user |
MFA Setup | Prompt to enable multi-factor authentication | Business users without MFA |
Document Request | Request to upload business info for activation | Admin users |
Billing & Subscription
Scenario | Notification | Recipient |
Upcoming Billing Payment | Reminder about subscription renewal | Business users |
Billing Payment Failure | Unsuccessful subscription payment | Business users |
Free Trial Ending | Trial days remaining (Shopify + non-Shopify) | Business users |
Subscription Downgrade | Downgrade confirmation with details | Business users |
Commenting
Scenario | Notification | Recipient |
User Mentioned | Mention notification in comments | Mentioned users |
Comments Digest | Digest of comments | Subscribed users |
Approval Rules
Scenario | Notification | Recipient |
Rule Changed | Notification of approval rule change | Business users |
Rule Deactivated | Rule deactivated (by user or pricing change) | Business users |
Rule Deleted | Notification of deleted rule | Business users |
Approve Payment | Request to approve a payment | Approver |
Approve Invoice | Request to approve an invoice | Approver |
Approve PO | Request to approve a purchase order | Approver |
Invoice Approved/Rejected | Outcome notification | Requester |
Payment Approved/Rejected | Outcome notification | Requester |
PO Approved/Rejected | Outcome notification | Requester |
Ordering Documents
Scenario | Notification | Recipient |
Purchase Order | PO email sent with attachment | Vendors (input emails) |
Work Order | Work Order sent | Manufacturing vendor + location |
Inventory Transfer | IT notification | Sending + receiving locations |
Deferral Requests
Scenario | Notification | Recipient |
Acknowledgment | Confirmation of deferral request received | Requester |
Denial/Approval/Partial | Outcome of deferral request | Requester |
Reports
Scenario | Notification | Recipient |
Report Ready | Email when report generation exceeds 8s | Requester |
W-9 / W-8 Forms
Scenario | Notification | Recipient |
W-8/W-9 Request | Request to vendor to submit form | Vendor email |
W-8/W-9 Submitted | Vendor submitted form | Requester |
Risk Rules
Scenario | Notification | Recipient |
Risk Alerts | Concerning/danger/manual review items | Business users |
Vendor Activation
Scenario | Notification | Recipient |
Vendor Invitation | Payer invites vendor to Settle | Vendor email |
Waiting Amounts | Micro-deposits ready for verification | Vendor users |
Verification Confirmation | Vendor verification complete | Vendor users |
Verification Failed | Trouble verifying account | Vendor users |
Drop Off | Reminder to finish account setup | Vendor users |
Invoice Notifications
Scenario | Notification | Recipient |
Send Invoice | “Review invoice & schedule payment” | Payer |
Pending Invoice | “A bill from X is ready to be paid” | Payer |
Payment Failed (Account Closed) | “Payment returned to sender” | Vendor |
Invalid Invoice | Document parsing failed | Business users |
Extend Payment | Option to extend terms | Business users |
Vendor Reported Wrong Invoice | Error reported | Payment creator |
Max Extension Reached | Limit exceeded notification | Business users |
Vendor Marked as Paid | “Invoice marked paid” | Invoice payer |
Digests
Scenario | Notification | Recipient |
Upcoming Payments Digest | Payments due in next 7 days | Business users |
Failed Payments Digest | Summary of failed payments | Business users |
Vendor Acknowledgements (POs, WOs, Inventory Transfers)
We’ve streamlined vendor acknowledgements for ordering documents.
Scenario | Details | Recipient |
Acknowledgement Link | Vendors now receive a direct link in emails to confirm documents (POs, WOs, ITs) | Vendor / receiving location |
Revoking Acknowledgement | Vendors can revoke, then re-acknowledge using the same link | Vendor |
Purchaser Confirmation | Purchasers receive email once acknowledged, and the document is moved to the Acknowledged milestone | Purchaser |
Reminder | Purchaser receives a reminder if unacknowledged for 3+ days | Purchaser |
Managing Notification Settings
You can manage your email notifications by navigating to Settings → Notifications. From there, you can enable or disable certain email categories depending on your preferences.
With these notifications, Settle ensures you and your vendors always stay in the loop.
If you have further questions, please contact our support team.