Setting Up Email Alerts

Email Alerts enable users to manage core email notifications, specifying dispatch times and recipients. They provide a streamlined way to activate various notifications through email, especially for those who don't often use traditional webhook methods.

The Payrix platform offers six different email alert notification types:

Disbursements: Notifications about disbursement events
Merchants: Notification about Merchant boarding events.
Chargebacks: Notifications about chargeback events.
Transactions: Notifications about any transaction events.
Invoices: Notifications about invoice events.
Subscriptions: Notifications about subscription events.

Default Email Alerts

When a Merchant first boards onto the Platform, there are predefined email alerts that are configured with the Merchant by default, to keep them informed of critical events that take place within their portfolio, even if they haven’t set up their own email alerts.

Warning: Email Alerts will not be sent to a newly provided email address until it is verified through the initial enrollment email sent to the user.

See the content below for a list of the default emails, their triggers, and destinations.

Alert Trigger	Destination Email(s)	Email Message
Password Reset	Login Account Email	"Your password has been reset."
Blocked Transaction	Login Account Email	"This transaction has been blocked."
Released Transaction	Login Account Email	"This transaction has been released from a hold."
Transaction on Hold	Login Account Email	"A hold has been placed on this transaction."
Entity Blocked from Boarding	Login Account Email	"This entity has been blocked from boarding."
Entity Boarding on Hold	Login Account Email	"A hold on boarding this entity has been placed until further review."
Account Blocked	Login Account Email	"This bank account has been blocked."
Account on Hold	Login Account Email	"A hold has been placed on this bank account."
Invoice (after saving)	Email(s) listed on Invoice	"{Copy of saved Invoice}"
Updated Account Field(s)	Related Entity Email	"This bank account information has been updated"
Chargeback Created	Login Account Email	"A chargeback has been created."
Chargeback Opened	Login Account Email	"A chargeback has been opened."
Chargeback Won	Login Account Email	"This chargeback has been won."
Chargeback Lost	Login Account Email	"This chargeback has been lost."
Chargeback Closed	Login Account Email	"This chargeback has been closed."
Login Email Change Request	Login Account Email	"A request has been made to change your login account Email."
Login Email Change Complete	Login Account Email	"Your login account email change is complete."
First Time Email Confirmation Code Sent	Account Signup Email	"Click the link below to confirm your email."
First Time Email Change Confirmation Sent	Updated Login Account Email	"Click the link below to confirm your email change."
Portal Message Sent - Transaction Hold	Login Account Email	"A message has been sent in the Portal to notify users that a hold has been placed on this transaction."
Portal Message Sent - Entity Boarding Hold	Login Account Email	"A message has been sent in the Portal to notify users that a hold on boarding this entity has been placed until further review."
Portal Message Sent - Account Hold	Login Account Email	"A message has been sent in the Portal to notify users that a hold has been placed on this bank account."
Portal Message Sent - No Refund	Login Account Email	"A message has been sent in the Portal to notify users that no refund was issued."
Portal Message Sent - Entity Return	Login Account Email	"A message has been sent in the Portal to notify users that an entity return was issued."
Portal Message Hold	Login Account Email	"A hold has been placed on this Portal message."

Tip: It is recommended that you use the Admin’s login email or Account Manager email address to ensure notifications aren’t missed and that alerts are confidential from portfolio Merchants, other users, etc.

Custom Email Alert set up

By default, all custom Email Alerts are disabled, so no notifications are sent for events.

The Platform provides default Email Alerts that activate when a Merchant is onboarded to ensure critical notifications are communicated. For more details on these Default Email Alerts, see Default Alerts below.

To set up a custom Email Alert, log in to the Portal as a user or admin, then follow the steps outlined below:

Access the Email Alerts page under the Admin section.
Toggle on the Email Alert you’d like to send and enter the desired recipient’s email(s).

Result: When the selected event takes place in your portfolio, the designated recipients will receive email notifications.

Available Email Alerts

Disbursement Alerts

Each alert is related to different disbursement actions. There are eight available disbursement alerts:

Disbursement Requested: A Disbursement (Withdrawal) has been requested by a user.
Disbursement Processing: A requested Disbursement (Withdrawal) is processing.
Disbursement Processed: A requested Disbursement (Withdrawal) has finished processing.
Disbursement Failed: A requested Disbursement (Withdrawal) has failed.
Disbursement Denied: A requested Disbursement (Withdrawal) has been denied.
Disbursement Returned: A requested Disbursement (Withdrawal) has been returned.
Debit disbursement recovery: A debit disbursement recovery is processing.
Upcoming debit disbursement: A debit disbursement recovery is scheduled.

Merchant Alerts

Each alert is related to different merchant actions. There are six available merchant alerts:

Merchant Created: A new Merchant account has been created.
Merchant Boarding: A new Merchant has submitted an onboarding Signup Form.
Merchant Boarded: A new Merchant has been successfully boarded to the Platform.
Merchant Manual Review: A Merchant attempting to board was flagged for manual review.
Merchant Held: A hold has been placed on a Merchant attempting to board.
Merchant Denied: A Merchant attempting to board has been denied.

Chargeback Alerts

Each alert is related to different chargeback actions. There are five available chargeback alerts:

Chargeback Opened: A Chargeback has been opened via customer Dispute.
Chargeback Closed: A Chargeback has been closed after being won or lost.
Chargeback Created: A new Chargeback has been created via Portal.
Chargeback Lost: A Chargeback has been lost.
Chargeback Won: A Chargeback has been won.

Transaction Alerts

Each alert is related to different transaction actions. There are ten available transaction alerts:

Transaction Created: A Transaction has been created.
Transaction Approved: A Transaction was approved.
Transaction Failed: A Transaction failed to receive authorization.
Transaction Captured: A Transaction’s funds have been captured.
Transaction Settled: A Transaction’s funds have been settled.
Transaction Returned: An attempted Transaction was returned.
Transaction Echeck Funded: An ACH/eCheck payment transaction has been funded.
Terminal Transaction Created: A terminal transaction has been created.
Terminal Transaction Approved: A terminal transaction was approved.
Terminal Transaction Failed: A terminal transaction failed to receive authorization.

Invoice Alerts

Each alert is related to different invoice actions. There are seven available invoice alerts:

Invoice Created: An Invoice has been created.
Invoice Cancelled: An Invoice was canceled.
Invoice Expired: An Invoice has exceeded its expiration date.
Invoice Viewed: An Invoice has been viewed by the customer.
Invoice Paid: An Invoice was paid by a customer.
Invoice Emailed: An Invoice has been emailed to the customer.
Invoice Result Failure: An Invoice payment resulted in a failed authorization.

Subscription Alerts

Each alert is related to different subscription actions. There are three available subscription alerts:

Subscription Created: A Subscription has been created.
Subscription Approved: A Subscription was approved.
Subscription Failed: A Subscription payment resulted in a failed authorization.