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What are notifications?

Email notifications allow owners and admins to stay updated on account activity by surfacing important information as needed. In-app notifications appear for owners and team members, and new notifications will appear as a number inside a red circle over the bell icon.

 

 

Emails Notifications

To choose which email notifications to receive, use these steps:

  1. Go directly to Notifications here, or select the Settings section
  2. Under Business Profile, select Notifications.

 

Specific activity in your account will trigger email notifications to you. You can choose to either receive all, some or none of the emails:
Email notifications to me options with checkboxes to activate or deactivate.

  • All Emails - Slide the toggle on next to Turn on/off all email notifications
  • No Emails - Slide the toggle off next to Turn on/off all email notifications


Or check off the box (to receive) or uncheck the box (to stop receiving) next to any of these email notifications:

  • Invoices
    • A recurring invoice is sent
    • A comment is added on an invoice
    • An invoice couldn’t be delivered successfully
  • Payments
    • An online payment is received for an individual Invoice (not applicable for recurring templates and recurring payments)
  • Estimates and Proposals
    • A comment is added on an estimate/proposal
    • An estimate/proposal is accepted
    • An estimate/proposal couldn’t be delivered successfully
  • Projects
    • A post is made on a project
    • A comment is added on a project (under an existing post)

 

Access Notifications

To view your notifications, use the below steps:

  1. Select the bell icon in the top right corner
    Bell icon next to profile picture in top right corner.
  2. Scroll through your messages and select any notification to go to that relevant area (e.g., send a message to a client).
    List of notifications in dropdown below bell icon.

Notes:

  • Notifications turn from blue to white when you’ve selected it
  • Notifications older than 5 months are automatically deleted for you
  • The number of notifications in the red dot disappears after you select the bell icon to open your notifications

 

Notification Types

The below are events that can be triggered along with their corresponding message:

 

Invoices

  • Invoice not Viewed - [Client] still hasn’t viewed the invoice you sent last week. Follow-up
  • Invoice is Overdue - [Client] is now late to pay invoice [number] ([amount]). Enable late reminders
  • Invoice Comment Added - [Client] commented on invoicel [number] ([amount]) - [Comment preview]

 

Payments

  • Checkout Link Payment Successful - New payment for [Checkout Link]. View Receipt
  • Invoice Paid with Online Payments - [Client] has made a payment on invoice [number]. The invoice is now paid in full. Cha-ching! Send a thank you
  • Invoice Deposit Paid with Online Payments - [Client] has made a deposit of [amount] on invoice [number]. Send a thank you
  • Invoice Payment Schedule Paid with Online Payments - [Client] has made a payment of [amount] on invoice [number]. Send a thank you
  • Invoice Online Payment Declined - [Client] has attempted to process a payment of [amount] on invoice [number]. This payment was declined. Please contact your client
  • Invoice Online Payment Error - [Client] has attempted to process a payment of [amount] on invoice [number]. This payment was unsuccessful. Please contact FreshBooks
  • Client removes Credit Card from Recurring Template - [Client] has removed their credit card from a recurring template. View Recurring Template

 

Bank Connections

  • Bank Connection Failure - There’s an issue with a connection to [Bank Name]. Manage Bank Connections
  • Bank Connection Expenses Imported - [Number] Expenses were imported this week. Magic.

 

Estimates and Proposals

  • Estimate/Proposal not Viewed - [Client] still hasn’t viewed the estimate/proposal you sent last week. Follow-up
  • Estimate/Proposal Comment Added - [Client] commented on estimate/proposal [number] ([amount]) - [Comment preview]
  • Estimate/Proposal Accepted - [Client] accepted estimate/proposal [number] ([amount]). Create a Project
  • Proposal Signed - [Client] signed and accepted proposal [number] ([amount]). Create a Project

 

Projects

  • Project Invite Received - [Person] added you to the project [Project]
  • Project Invite Accepted - [Person] joined [Project]. View Project
  • Project Post Added - [Person] posted a new message in [Project]
  • Project Comment Added - [Person] commented on [Creator]’s post in [Project]. / [Person] commented on your post in [Project]
  • Project File Added - [Person] added files to [Project]

 

Other

  • Download the Mobile App - Get the mobile app to know when an invoice is paid and more. / Get the mobile app to track time and submit expenses. Download the app
  • Team Member Accepted Invite - [Person] joined your team

 

Apps and Integrations

  • Fundbox Recommended - It looks like you may have cash flow gaps. FreshBooks has teamed up with Fundbox to provide you with ridiculously simple invoice advances. Get an Advance

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