Open Settings → Notifications & Reports.
Notify me when
Each event has two channels: email and in app. Events you will see include:
- Payment received
- Dispute raised
- Reminder needs approval
- Debtor replied
- Promise to pay recorded / promise date passed unpaid
- A message could not send
- Accounting sync failed
- Plan balance cap reached
- Weekly summary
- Account and billing notices
Some rows are marked Always on — stop signals and account-critical notices that cannot be switched off. Plan-gated events (if any) say which plan unlocks them.
Scheduled reports
Who receives monthly emailed reports is not built yet. The UI says nothing is sent on a schedule today. The weekly summary notification is the scheduled email that exists.
After you save
New events honor the toggles you left on. Always-on rows ignore off switches by design.
Note on text allowance alerts
You may see a "text allowance" style row in the catalogue. Texts are not a customer product at launch — treat those alerts as inactive until SMS ships for your territory later (no date).