Choose your notifications

Travada Books can let you know when something happens, like a customer accepting a quote or a receipt being matched. You choose which notifications you get, and whether they arrive in the app, by email, or both.

Where notifications appear

• In-app: select the bell at the top of any page. Notifications are grouped into All, Invoices, Quotes and Team. Select one to go straight to the invoice, quote or Inbox item it's about.
• Email: sent to the email address you sign in with.

Change your settings

1. Select your avatar at the top right and choose Notifications.
2. Each notification has an In-app switch and an Email switch. Turn them on or off.

Changes save straight away. Some notifications only come in one form, so they have a single switch.

Your settings are personal. Turning something off only stops it for you, not for the rest of your team. If you belong to more than one organisation, you set them separately for each.

Invoices

These go to the organisation's owners.

• Invoice paid: when someone marks an invoice as paid with Mark as paid.
• Recurring invoice paused: when a recurring invoice series stops after it fails to go out three times, so you can fix it. See Set up a recurring invoice.

Quotes

These go to the organisation's owners.

• Quote accepted: when a customer accepts a quote. A draft invoice is created for you at the same time.
• Quote declined: when a customer declines a quote, with their reason if they gave one.

See Quote responses and invoices for what to do next.

Team

• Team member invited (email only): when another owner invites someone to your organisation. Owners receive this.
• Team member joined: when someone accepts an invitation and joins. Owners receive this.

Inbox

These are in-app only, and go to everyone in the organisation.

• New inbox document: when a document arrives in your Inbox, by email or upload.
• Receipt auto-matched: when a document is matched to a transaction automatically.
• Match needs review: when a document has a possible match waiting for you to confirm.
• Cross-currency match: when a document is matched automatically to a transaction in a different currency.
• Match confirmed: when a teammate confirms a suggested match.

Good to know: Some switches on the page aren't active yet, including the Billing notifications marked Coming soon. Only the notifications listed in this guide are sent at the moment.

Next steps

• Invite your team
• Match receipts to transactions