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Email Alerts (M)

The Email Alerts page contains information about email notifications that are sent to you when an action triggers an event in the portal. On this page, you can configure which types of actions will trigger an email alert and determine who receives the notifications.

Note: By default, all email alerts are disabled. You must enable specific alerts receive notifications.

Navigate to the Email Alerts page by clicking Email Alerts in the Admin section of the left hand navigation portal.

Partial view of the Email Alerts page, including the Disbursement Alerts section.

Email Alerts Features

Click here to view the features of the Email Alerts page.

The Email Alerts page is divided into sections containing email alerts related to a specific type of event. In each section, several specific alerts are displayed. Provided that the alert is enabled, a notification will be received by any recipient listed for the specific alert function(s) found in each tab.

To use the alert toggles, follow the instructions below:

  • Turn an alert on or off: click the TOGGLE SWITCH icon on the right hand side of the alert type.

  • View more information about a specific alert: click the BLACK TRIANGLE to open the subsection. Note that you can only view more information about an alert when the toggle switch is set to ON.

In each subsection, you can view the ID number for the alert, add or remove email addresses that receive the alert, or choose to send an email regarding the event to all referrer activity by selecting the SET ON REFERRER toggle.

After makinng any changes to an alert setting, click SAVE on the right hand side of the toggle switch to save any changes.

Note: Email Alerts can function in both live and sandbox environments.

To view a specific section, click the header located at the top of the page. The features of each section are described in the sections below.

Disbursements

The Disbursements section contains notification settings related to disbursement events, including the following alert types:

Disbursement Notification Type

Description of the Email Notification

Disbursement Requested

A disbursement was requested.

Disbursement Processing

A disbursement is now processing.

Disbursement Processed

A disbursement was processed.

Disbursement Failed

A disbursement request failed.

Disbursement Denied

A disbursement request was denied.

Disbursement Returned

A disbursement was returned.

Merchants

The Merchants section contains notification settings related to events involving the merchant boarding process, including the following alert types:

Merchant Notification Type

Description of the Email Notification

Merchant Created

A new merchant ID was created in the portal.

Merchant Boarding

The boarding process for a new merchant has started.

Merchant Boarded

A new merchant was successfully boarded to the portal.

Merchant Manual Review

Indicates that the merchant is under manual review for verification purposes.

Merchant Held

Indicates that the merchant account is temporarily held, and is not boarded to the portal. This status will be changed in the future by Underwriting.

Merchant Denied

A merchant boarding application was denied.

Chargebacks

The Chargebacks section contains notification settings related to events involving any chargebacks that are associated with your account.

Tip: For more information on chargebacks, visit the Chargebacks page.

The Chargebacks section includes the following alert types:

Chargebacks Notification Type

Description of the Email Notification

Chargeback Opened

A chargeback dispute was opened by a customer’s card brand.

Chargeback Closed

A chargeback dispute was closed.

Chargeback Created

A chargeback transaction was created manually.

Chargeback Lost

A chargeback dispute was awarded to the purchaser, triggering a debit to the user.

Chargeback Won

A chargeback dispute was awarded, triggering a credit to that user.

Transactions

The Transactions section contains notification settings related to events involving online or point of sale transactions associated with your account, including the following alert types:

Transactions Notification Type

Description of the Email Notification

Transaction Created

A new transaction was created involving your account.

Transaction Approved

A transaction was approved.

Transaction Failed

A transaction failed.

Transaction Captured

The transaction has been authorized, and funds have been allocated to for settlement, during which fees and other costs will be deducted.

Transaction Settled

Transaction Funds have been settled (i.e. the fees and costs were successfully processed) and are now available in your account’s “Available Balance” for withdrawal.

Transaction Returned

Indicates that a refund was issued to the cardholder for a transaction.

Transaction eCheck Funded

Indicates that the transaction occurred via eCheck.

Terminal Transaction Created

A transaction was created via a credit card terminal.

Terminal Transaction Approved

A terminal transaction was approved.

Terminal Transaction Failed

A terminal transaction failed.

Invoices

The Invoices section contains notification settings related to events involving invoices for goods or services sold via your merchants or other users associated with your account, including the following alert types:

Invoices Notification Type

Description of the Email Notification

Invoice Created

A new invoice was created.

Invoice Cancelled

An existing invoice was cancelled.

Invoice Expired

The invoice was not paid in full by the required due date.

Invoice Viewed

The customer viewed the invoice.

Invoice Paid

The invoice has been paid partially or in full.

Invoice Emailed

An invoice was emailed to the recipient.

Invoice Result Failure

A transaction that was paid to the invoice failed.

Subscriptions

The Subscriptions section contains notification settings related to subscription services and payments sold via your merchants or other users associated with your account, including the following alert types:

Subscriptions Notification Type

Description of the Email Notification

Subscription Created

A new subscription was created by one of your merchants.

Subscription Approved

A pre-authorized subscription payment was approved.

Subscription Failed

A subscription payment failed.

Tip: To learn more about available alert triggers and resources, visit Setting Up Web Alerts (Webhooks).

Related pages

Click the links or items on the page to access any of the following pages:

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