Manage Notifications in the UI

Payabli’s notification engine lets you create notifications for various Pay In, Pay Out, and Pay Ops events using three communication channels: email, SMS, and web (webhooks). The engine also allows you to autogenerate reports and send them via email or webhook.

This guide explains how to manage reports and notifications from the UI.

To access the Reports & Notifications screen, navigate to Settings > Reports & Notifications. This is where you can configure which reports and notifications you get, how frequently they’re sent, and who receives them.

For each type of communication, you can:

• Specify your timezone
• Select which reports and notifications to send
• Set distribution frequency
• Add recipients
• Configure webhook settings

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Manage summary reports

To manage summary reports (also known as autogenerated reports) from the UI, follow these steps:

1. Navigate to Settings > Reports & Notifications.
2. Specify your time zone in the dropdown menu.
3. Mark the box next to each report you want.
4. Choose the frequency from the dropdown menu.
5. Enter the email addresses that should receive the report. Separate multiple addresses with a semicolon (;).

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Manage notifications

To manage notifications from the UI, follow these steps:

1. Navigate to Settings > Reports & Notifications.
2. Specify your time zone in the dropdown menu.
3. Check the box next to each notification you want Payabli to send.
4. For each notification, add recipients:
   • Enter email addresses for email notifications
   • Enter phone numbers for SMS notifications
   • Enter webhook URLs for webhook notifications
5. Click the Add icon to include additional recipients. You can add as many as you need.