Administration • reference

System Notifications & Alerts

Manage real-time WebSocket in-app alerts and transactional email notifications for low-stock warnings, expiring lots, overdue invoices, and bill due dates.

Reviewed on 2026-10-07

Open your alerts#

Sign in to the account that received the alert. Notifications are tied to your user and company.

Read and manage notifications#

  1. 1
    Open Notifications and review the unread count.
  2. 2
    Open an alert to see what happened, then mark it read or mark all as read.
  3. 3
    If notification preferences are available on your plan, review the channels you want to use.
  4. 4
    Check the recipient and event that should trigger the alert.
  5. 5
    After saving, inspect the notification list or preference view for the new setting.

A notification helps a person notice work; the underlying record still determines its status.

Check the underlying record#

Open the related invoice, bill, or stock record to confirm its status; the alert alone is not proof of completion.

WARNING: Do not use an alert as proof that an invoice was paid, stock was received, or a bill was posted. Open the underlying record and verify its status.

Have a question about this workflow?

Subscribed customers can ask questions about this guide inside the authenticated dashboard.

Ask about System Notifications & Alerts in Dashboard