Email preferences and notifications

You have the option to customize when and if you receive general email notifications from PayMaker. The notifications vary based on user roles, and include:

  • A bill or vendor credit needs approval from you
  • A payment needs approval from you
  • A bill is ready to be paid
  • A bill is scheduled to be paid
  • Your inbox receives something new
  • You've been invited to connect, your invitations are accepted, and upon receiving other network updates
  • Your customer creates a bill on your behalf
  • A note from your customer or vendor is shared with you
  • To do list summary

We send other security-based alerts regarding payment confirmation, changes in company information, urgent matters regarding your account and any important PayMaker related emails in real-time and these cannot be turned off.


Managing email preferences for yourself

  1. Click Settings
  2. Under the You section, click Email preferences
    • If you do not see Email preferences under You, click Profile, then hover over Details and click Email preferences
  3. Click the edit icon
  4. Update your email notifications preferences
    • Uncheck the box for notifications you don't want to receive
    • Select the frequency for your To Do list emails
      • If you would like your to do list summary sent on specific days of each month, select Monthly on: and enter the days as a number, separated by commas (For example 1, 5, 10, 15)
        • If you enter 30 or 31, we will send notifications on the last day of any month with fewer days (For example: If you choose the 30, the February notification will be sent on February 28)
  5. Click Save

Managing email preferences for another user

If your role includes Manage User permissions, you can update email preferences for other users.

  1. Click Settings
  2. Under Permissions, click Users
  3. Click the user's name
  4. Hover over Details and click Email Preferences
  5. Click the edit icon
  6. Update your email notifications preferences
    • Uncheck the box for notifications you don't want to receive
    • Select the frequency for you To Do list emails
      • If you would like their to do list summary sent on specific days of each month, select Monthly on: and enter the days as a number, separated by commas (For example 1, 5, 10, 15)
        • If you enter 30 or 31, we will send notifications on the last day of any month with fewer days (For example: If you choose the 30, the February notification will be sent on February 28)
  7. Click Save

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