Set Financial Notifications
Financial notifications keep you informed about upcoming financial deadlines, when your account has been approved for auto-payment, and when deposits clear. These notifications appear in the notification panel accessible in the left notification bar, and can be sent to you via email or SMS.
All users with the Finance and Account Administrator access rights will receive these notifications.
Set your financial notifications
Your financial notifications are split into 2 groups:
Payment Update notifications
Balance notifications
Payment Notifications
Your Payment Update notifications will inform you of when funds can automatically be deposited into your account and when deposits successfully are deposited.
From the top navigation bar, select
[Notifications].In the upper-right corner of the notification panel, select [Settings] to edit notification settings.
Under the Finance section, navigate to Payment Updates.
Use the
[Drop-down] to modify how often you want to receive Payment Update notifications.See the Payment update notifications reference for more information on the updates that you can make.
Payment update notifications reference
Account Auto Payment Approval Setting
Receive notifications for when your account is approved to have impact.com automatically withdraw funds from your funding account to cover financial obligations.
Credit Card Notification
Receive a notification when a credit card payment fails, when the credit card is in its expiring month or when the credit card has expired.
Deposit Cleared
Receive notifications for when funds are successfully deposited into your funding account.
If you selected Specific settings (Advanced) in step 5, set your preference for each notification type. See the reference below for more information on each notification type.
Specific settings (Advanced) reference
None
Do not receive this type of notification.
Individual Email
Receive an email every time this notification is triggered.
Daily Digest Email
Receive a digest email daily that includes every time this notification is triggered.
Weekly Digest Email
Receive a digest email weekly that includes every time this notification is triggered.
SMS
Receive an SMS (text message) every time this notification is triggered.
Select Save.
Your Balance notifications will inform you of the financial health of your impact.com account. If you receive a Balance notification informing you that a negative balance is imminent or your account is in default, deposit funds into your account.
From the top navigation bar, select
[Notifications].In the upper-right corner of the notification panel, select [Settings]
to edit notification settings.Under the Finance section, navigate to Balance.
Use the
[Drop-down menu] to specify how and how often you want to receive Balance notifications.See the Balance notification reference for more information on each of these options.
Balance notification reference
Account Reactivated
Receive notifications for when your account is no longer closed.
Urgent Balance Notifications (4 days)
Receive a notification 4 days before your account will default without a sufficient deposit.
Negative Balance is Imminent (3 days)
Receive a notification 3 days before your account will default without a sufficient deposit.
Negative Balance is Imminent (2 days)
Receive a notification 2 days before your account will default without a sufficient deposit.
Negative Balance is Imminent (1 day)
Receive a notification 1 day before your account will default without a sufficient deposit.
Account in Default
Receive a notification when your account enters default. If your account does not exit a defaulted state within 60 days, your account will be suspended.
Courtesy Balance Notification (30 days)
Receive a notification 30 days before your account will default without a sufficient deposit.
Account Pending Deactivation
Receive a notification if your account is nearing 60 days of being suspended.
Urgent Balance Notification (7 days)
Receive a notification 7 days before your account will default without a sufficient deposit.
Account Below Minimum Balance
Receive a notification when your funding account contains less funds that your set minimum threshold.
Account Funded
Receive notifications for when funds are successfully deposited into your funding account.
Courtesy Balance Notification (15 days)
Receive a notification 15 days before your account will default without a sufficient deposit.
Account Termination Notice
Receive a notification when your impact.com account has been closed and terminated.
If you selected Specific settings (Advanced) in step 5, set your preference for each notification type. See the reference below for more information on each notification type.
Specific settings (Advanced) reference
None
Do not receive this type of notification.
Individual Email
Receive an email every time this notification is triggered.
Daily Digest Email
Receive a digest email daily that includes every time this notification is triggered.
Weekly Digest Email
Receive a digest email weekly that includes every time this notification is triggered.
SMS
Receive an SMS (text message) every time this notification is triggered.Receive an SMS (text message) every time this notification is triggered.
Select Save.
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