Manage notifications (Portal)

Payabli’s notification engine lets you create email and SMS alerts for Pay In, Pay Out, and Pay Ops events.

Partners and merchants can choose which events trigger a notification, and who receives it, from the Notifications tab of the Reports & Notifications settings screen. The tab has separate Email and SMS views, each listing that channel’s configured notifications by recipient. Creating another notification for a recipient that’s already listed adds it to that recipient’s row instead of creating a new row.

Create a new notification

The create flow is the same for both channels, aside from the recipient format.

1. Go to Settings > Reports & Notifications, select the Notifications tab, then choose the Email or SMS view.
2. Click Create Notification.
3. Enter recipients:
   • For email, enter one or more email addresses, separated by commas.
   • For SMS, enter one or more phone numbers in valid US format, separated by commas.
4. Select your time zone from the dropdown menu.
5. Select the events that trigger this notification. Events are grouped by product (Pay In, Pay Out, or Pay Ops), then by object, then by event. You can:
   • Search for a specific event.
   • Select all events.
   • Select all events within a category or object.
   • Expand an object’s accordion to select individual events.
6. Click Review to see a summary of the notification.
7. Click Add Notification to confirm.

Manage existing notifications

Once a notification exists, you can view, edit, or delete it from the recipient’s row in the Email or SMS view.

View a recipient’s notifications

1. Go to Settings > Reports & Notifications, select the Notifications tab, then choose the Email or SMS view.
2. Find the recipient’s row, click its three-dot menu, then click View Details to see a summary of every notification configured for that recipient.

Edit a recipient’s notifications

1. Find the recipient’s row, click its three-dot menu, then click Edit.
2. The form opens pre-filled with the recipient’s email address or phone number. Add or remove events as needed.
3. Click Review to see a summary of your changes.
4. Click Update Notification to confirm.

Delete a recipient’s notifications

1. Find the recipient’s row, click its three-dot menu, then click Delete.
2. In the confirmation modal, click Delete Notification to confirm.

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