Notifications on your phone

The To Bill app tells you about the moments that matter: an invoice paid, a quote accepted, an invoice overdue. You choose which ones, company by company.

Allow notifications

The first time you sign in, your phone asks whether To Bill may send you notifications. Tap Allow.

Did you refuse? In the app, More › Settings › Notifications shows Push notifications are disabled. Tap the message: your phone’s settings open, where you allow To Bill.

What you are notified about

Notification	When	By default
Invoice paid	Your client pays an invoice online, by card.	On
Invoice viewed	Your client opens the invoice in the client portal.	On
Quote accepted	Your client accepts the quote in the client portal.	On
Quote rejected	Your client rejects the quote in the client portal.	On
Email opened	Your client opens the email of an invoice or a quote.	Off
Email rejected	The email could not be delivered, for example because of a wrong address.	On
Invoice overdue	A sent invoice passes its due date.	On

Each notification arrives only once per invoice or quote. It is written in the company’s content language, the one of your invoices.

Paid, but no notification?

Invoice paid follows online card payments made from the client portal. A transfer reconciled from your statement, or an invoice you mark as paid yourself, does not send a notification. See Get your invoices paid online and The client portal.

Choose your notifications

1. Open the More tab, then Settings, then Notifications.
2. The card carries the name of the company shown: Choose which notifications you want to receive.
3. Switch each notification on or off.

Your choices apply to the company shown. For another company, switch company on the Dashboard, then do it again.

The same screen has the Tips and news e-mails card: now and then, tips to make the most of To Bill, and its news, by email. Switch off Receive our tips and news to stop receiving them; this choice applies to your account, in all your companies, as in My account on a computer (see Your personal account). If your account already existed before, the app presents these emails once on the Dashboard, with the same switch and a cross.

Settings only appears for users who have the permission to manage the company’s settings. Without this permission, choose your notifications on the web, in My account (your account menu), or turn them all off in the phone’s settings. See Your personal account.

Find your notifications

On the Dashboard, the bell shows the number of unread notifications. Tap it to open the Notifications list: it brings together all your companies, with the company’s name under each notification. Tap a notification to open the invoice or the quote. Mark all as read clears the counter. Each notification names its kind in colour, in the app’s language: Email rejected in red, for example. An Email rejected opens the invoice whose email did not arrive: correct the client’s address and send it again.

While the app is open, a new notification also shows as a banner at the top of the screen.

Stop receiving anything

Turn off To Bill’s notifications in your phone’s settings. To turn off only some notifications, use More › Settings › Notifications.

On the computer, To Bill also has its notifications in the app and by email. See To Bill notifications.