Manage notifications & alerts
Notifications and alerts are essential for staying organized and ensuring you never miss important updates or information. Receipt Bot only sends relevant email notifications to users for communicating important account-related information. These notifications can be sent via email, web and mobile notification.
In this help article, we will discuss what type of notifications and alerts Receipt Bot sends through multiple notification channels.
Notification Channels
Receipt Bot keeps you informed by sending notifications about important updates via the following channels:
Receipt Bot sends email notifications to the primary email address associated with your account. These notifications may contain details about processed documents, credit balance, reasons for processing pause, account deletion, and other important information.
Web Application
Web app notifications are sent to your browser when you are logged into your Receipt Bot account. You will receive web notifications for processed documents, reasons for processing pause, email address verification, and a welcome email with a discount code.
Mobile Application
Mobile app notifications are the best way to stay updated on the status of your documents, even when you are away from your computer. You will receive a push notification on your smartphone or tablet for important updates like processed documents, reasons for processing pause, email address verification, etc.
Types of notifications sent by Receipt Bot
Processing summary Notification
Processing summary notification is sent after the Receipt Bot has finished processing a batch of documents. It summarises the results, including the number of documents processed, the number of errors encountered, and other relevant information. This notification is sent via email, web and mobile to the user who uploaded the documents, allowing you to gauge the health and progress of your document management quickly.
Receipt Bot primarily sends processing summary emails to the user who uploaded the documents. But as an Organization owner or admin, if you want to receive a processing summary email for all the documents irrespective of who uploaded them, you can enable the setting from the ‘User Profile’ page.
To enable processing summary emails for all the documents, please follow these steps:
- Click the gear icon at the top right of the page.
- Select the ‘User Profile’ page from the drop-down menu.
- Enable the ‘Processing summaries for all documents’ switch.
Processing Pause Notification
The processing pause notification is sent to account owners in situations where document processing has been paused. This pause can occur due to various reasons:
- When free trial credits have been utilised.
- When the free trial period has ended.
- When credits for the current billing period have been utilized.
- When payment could not be processed against the provided payment method.
- When the subscription has been cancelled.
- When account verification is required.
The purpose of this notification is to keep you informed about the pause in document processing, ensuring transparency and clarity regarding the status of your documents.
Delete/inactive organization Notification
Receipt Bot also sends notifications to organizations that are marked as inactive. This notification is sent exclusively via email channels to the organization owner as a reminder that their organization is set to be deleted due to inactivity for the past 6 months.
Welcome Email Notification
When you first sign up for Receipt Bot, a welcome email is sent to your registered email address. This email provides basic information about your account, how to get started, discount offers, and where to find additional resources and support from Receipt Bot.
Email verification Notification
To ensure the security and accuracy of your account information, Receipt Bot sends an email to verify your email address when you sign up or make changes to your email address. This notification contains a verification link that you need to click to confirm your email address. It helps safeguard your account against unauthorised access and ensures you receive important notifications and alerts.
Upload Reminder Notification
Receipt Bot sends email reminders to the account owner when no documents have been uploaded in the past few days. This email aims to follow-up if you encounter any issues or need assistance using the Receipt Bot.
Invitation Email to Join Receipt Bot
Receipt Bot will email you when your accountant or colleague has invited you to join Receipt Bot. You will need to click on the link provided in the email to accept the invite and join Receipt Bot.
Note: If you are already a registered user, then you do not need to accept the invite; the invite will automatically be accepted when you log in to the Receipt Bot account next time.