To Bill notifications

To Bill tells you about important events: an invoice paid, a quote accepted, an email that did not arrive. Depending on the event, the notice arrives by email, on your phone or in the application.

By email

Event	Who receives the email
A client accepts or declines a quote from their link	The company’s email address, the one in Settings › Company
Someone invites you to their company	You, with the Accept the invitation link (valid for 7 days)
You ask for a new password	You, with a link valid for one hour
Your fiduciary switches on your accounting	The company’s administrators
You create your account	You, a welcome email

Check that the Email in Settings › Company is a mailbox you read: this is where your clients’ answers to quotes arrive. See Your company’s details.

Emails to your clients

The invoices, quotes and reminders you send go out from To Bill’s sending address, or from yours if you have set up your SMTP. See Send your emails from your own address.

On your phone

With the To Bill mobile app, each member of the company receives notifications:

Notification	When	By default
Invoice paid	A client pays an invoice online, by card or TWINT	On
Invoice viewed	A client opens their invoice from their link	On
Invoice overdue	An invoice passes its due date (one check a day)	On
Quote accepted, Quote rejected	A client answers a quote from their link	On
Email rejected	An email sent to a client could not be delivered (wrong address, full mailbox)	On
Email opened	A client opens their invoice’s email	Off

The title of each notification starts with the name of the company concerned, which helps if you manage several. You receive each notification only once per document.

Choose your notifications: on the web, your account menu › My account, Mobile app notifications part; or, in the mobile app, the notification settings. Switch each kind on or off: your choice applies to you and to the company that is open. See Your personal account and Notifications on your phone.

The emails stay

The emails listed above cannot be switched off.

In the application

To Bill shows some notices directly on screen, at the top of the page:

• the free trial ending, a subscription payment that failed, a cancelled or inactive subscription (see The subscription and credits);
• an invitation from a fiduciary;
• accounting switched on by your fiduciary: “… switched on your accounting on …”, with See my accounting and Dismiss.

The short messages that confirm an action (“Settings saved”, “Invitation sent”) are shown for a few seconds, then disappear.

To follow everything that has happened in the company, open the activity log: see Users, roles and permissions.