Notification settings: the schedule, your alerts and workspace emails
What each part of Settings → Notifications does: when automatic emails go out, which alerts you get on the bell and by email, and which emails Todah sends the people running the workspace.
Settings → Notifications has three cards. Schedule decides when Todah's automatic work happens. My Notifications is just for you: which alerts you see. Workspace Notifications is the emails Todah sends the owner and admins about the workspace itself.
The emails your clients receive automatically, payment reminders and receipts, are switched on and off in Settings → Payments → Reminders & Receipts. See Turn on reminders and receipts for your clients.
Step by step
- In the menu on the left, choose Settings, then the Notifications tab.
- In Schedule, choose your Time Zone first, so every other time is in your local time.
- Choose the other settings in Schedule. Each one saves as soon as you change it, and a message says Schedule saved.
- In My Notifications, tick or untick each group. Each one saves when you click it.
- If you are the owner or an admin, tick or untick the emails in Workspace Notifications. Members see this card greyed out, with the line Only the owner or an admin can change these.
Schedule
Only the owner or an admin can change the schedule; others see it with the note Only the owner or an admin can change these. Nothing on the schedule is ever sent twice.
| Time Zone | Your local time zone, from Newfoundland to Pacific and Yukon. Starts as Mountain (Calgary, Edmonton). The line under it shows the time there now. |
|---|---|
| Reminder Time | The hour of the day payment reminders are sent. Starts at 9 am. The line under it shows the next run. |
| Recurring Invoice Time | The hour your recurring schedules create their draft invoices. Starts at 6 am. |
| Reminder Schedule | How firmly late invoices are chased. Light: a week late, then a month late. Standard: 1, 7, 14 and 30 days late. Firm: every few days for the first month. Starts on Standard. Reminders stop when an invoice is paid, or at 30 days late; after that it is time for a phone call. Switching mid-way never re-sends a reminder already sent. |
| Due soon note | How many days before the due date the before-due note goes: 1, 3 or 7 days. It only goes if Before an Invoice Is Due is ticked in Settings → Payments. |
| Weekly Summary Day | The day the weekly summary email goes out. Starts on Monday. |
| Bank Check Frequency | Only shown when bank feeds are part of your plan. How often Todah checks your connected banks for new lines: every 6 hours, every 12 hours or once a day. Check Now on the Banking page is always there too. |
If one of these jobs is running behind, a Running late line appears under the schedule. Anything due goes out once it recovers, and nothing is sent twice.
My Notifications
These are your own alerts. Turning one off affects only you; your teammates keep theirs. Some groups are only shown to owners and admins.
| In the App: Invoices and Payments | On the bell: overdue invoices, drafts left unsent, card payments in, refunds and chargebacks. |
|---|---|
| In the App: Quotes | On the bell: a quote about to lapse, and clients who accepted or declined a quote online. |
| In the App: Plan, Billing and Sending | Owners and admins. Nearing a plan allowance, a subscription payment that failed, a reminder email that could not send. |
| In the App: Team Changes | Owners and admins. Deletions and voids, people added or removed, roles and passwords, plan and payment setup. |
| In the App: Feature Requests | Owners and admins. When something your workspace asked for is planned, shipped or declined. |
| By Email: Recurring Invoice Created | Owners and admins. The overnight email that a schedule created a draft for you to send. |
| By Email: Paid Plan Ending | The owner. An email a week before a cancelled plan ends. |
Workspace Notifications
Emails from Todah to the owner and admins. The ones marked Always on cannot be turned off, because missing them could cost you money; their boxes are ticked and greyed out.
| Recurring Invoice Created | Tells you and your admins when a schedule creates a draft invoice. |
|---|---|
| Recurring Invoice Failed | Tells you the same day if a schedule could not create its invoice. Always on. |
| Subscription Payment Failed | Tells the owner when the card paying for Todah is declined. Always on. |
| Weekly Summary | One email a week on the day you choose, saying what happened and what needs you. Skipped in a week when nothing happened. |
| New Plan Summary | Lists what a higher plan switches on, when you move up. Always on. |
| Annual Renewal Notice | Tells the owner at least 30 days before a yearly plan renews. Always on. |
| Paid Plan Ending | A reminder a week before a cancelled plan ends. |
Good to know: A workspace email reaches you only if it is on here and also on in your own My Notifications. Turning a Workspace Notification off stops it for everyone.
Good to know: Only the owner or an admin can change Workspace Notifications and the client emails in Settings → Payments → Reminders & Receipts. A member sees both read-only, and can still use Preview Today's Emails.
See also
Was this helpful?
Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.