Customer notifications are a feature that allows for emails to be sent to your customers to remind them of upcoming payments or issue a receipt. This article discusses the various ways you can configure your notification settings to provide the best experience for your customers.
Visit the Payment Reminders or Payment Receipts document for a more detailed explanation of each of these features.
Customer notifications can be configured in the settings area of your Rotessa account under Settings > Notification Settings > Advanced Settings.
By default, notification settings are disabled. You can enable payment reminders and/or receipts for all new customers without affecting any of the existing customers you have in Rotessa by toggling the settings shown below.
For existing customers, navigate to Advanced Settings > Customer Notification Settings. From here you can toggle on payment reminders and/or receipts for all your customers with the bulk enable/disable toggle, or you can select the customer you want to notify individually.
Note: The bulk toggle only works for 200 customers at a time. To bulk toggle for more than 200 customers, you will have to toggle your desired notification(s), select save and then move onto the next page of customers and repeat.
Language settings are available for both payment reminders and receipts in French or English. You will have to choose your default language for both payment reminders and payment receipts.
Notifications can also be configured directly from the customer profile. Navigate to the Customers page, select your desired customer, and then manage their settings in the Notification Settings card.
Once notifications are enabled for a customer, a bell icon will appear beside the customer's name.
A green bell means that notifications are enabled and will work for the customer
A yellow bell means the customer is missing an email in their Contact Details.
A grey bell means the customer has unsubscribed from notification emails from Rotessa.