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

Payment update notifications

Your Payment Update notifications will inform you of when funds can automatically be deposited into your account and when deposits successfully are deposited.

1. From the top navigation bar, select [Notifications].

2. In the upper-right corner of the notification panel, select [Settings] to edit notification settings.

3. Under the Finance section, navigate to Payment Updates.

4. 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

Payment Update Notification	Description
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.

1. 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

Setting	Description
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.

1. Select Save.

Balance notifications

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.

1. From the top navigation bar, select [Notifications].

2. In the upper-right corner of the notification panel, select [Settings] to edit notification settings.

3. Under the Finance section, navigate to Balance.

4. 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

Balance Notification	Description
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 40 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 40 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.

1. 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

Setting	Description
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.

1. Select Save.