ScalePad Lifecycle Manager automates essential updates, including email invoice notifications. This article describes setting and managing your email and browser notifications.
Manage your notifications
Navigate to Settings > My Notifications. This is where you can select to receive each notification type in-browser, by email, or both.
If the Invoicing notifications options are missing
You likely don't have the Place Orders & Manage Billing permission. Get one of your account administrators to update your member permissions.
Notification types and frequency
The following notifications and their associated frequencies can be enabled:
Clients Summary Report - The Client Summary Report is sent out on the first day of each month, starting at 8 AM Coordinated Universal Time (UTC) (9 AM Greenwich Mean Time).
Invoicing - Invoice notifications are sent every month (about every 30 days) from your initial subscription date.
Disabled Integration - In the rare event that an integration fails, you will receive a notification.
Warranty coverage coupons - Notifications are sent as coupons are created.
ScalePad warranties expiring soon - Notifications are sent out on the last Tuesday or Thursday of the month (whichever is closest) at 5 pm Coordinated Universal Time (UTC) (6 PM Greenwich Mean Time).
Integration sync error - In the rare event that an integration has errors, you will receive a notification.
Offer Created - Notifications are sent as soon as offers are created.
Share - Notifications are sent as soon as a filtered asset view is shared.
Change where invoice notification emails are sent
To change the address where notifications are sent, you'll need a member account with the appropriate permissions for the new email. See the How do I add, remove, or delete team members? and How to manage your team’s permissions articles for assistance.
Once the member is set up:
Sign in to the member account
Navigate to Settings > My Notifications
Enable invoice notifications
Once you've updated your notification settings, they save automatically.