Setting Up Email Addresses and Notifications

FiscFree automatically sends emails and notifications. By first adding the correct email addresses and then configuring the notification settings, you ensure that messages are sent to the right recipients.

Note: First complete the email address book and then link the email addresses to the email notifications. If you skip this step, no notifications will be sent from FiscFree.

Before you begin:

Configure email notifications in the following order:

1. Add the email addresses to the address book.
2. Configure the email notifications.

Add email addresses

Add an email address

Add the email addresses that may be used to receive notifications.

1. Go to People > Email Addresses.
2. Click Create Email Address.
3. Enter the email address in the Email field.
4. Enter your colleague's name in the Name field.
5. Click Create.
6. To add multiple email addresses, click Create & Create New.

Once the email addresses have been added, they can be selected in the notification settings.

Configure email notifications

1. Sign in to the administrator portal.
2. Go to Settings > Emails.
3. Under Display settings for, select the correct company or department.
4. Always start at the highest organizational level.
5. For each level, specify whether the settings may be overridden at lower levels.

Emails for administrators

1. Open the Administrator Emails tab.
2. Under General, choose whether you want to receive all emails.
3. If required, specify whether this setting may be overridden at lower organizational levels.

Disable all emails

• Toggle ON: No order status emails will be sent.
• Toggle OFF: Configure which emails should be sent for each order status.

Orders tab

1. Open the Orders tab.
2. Enable or disable the required notifications using the toggles.
3. Select the email address that should receive the notifications.
4. Don't see any email addresses? First add them via People > Email Addresses.
5. Choose whether the contract addendum should be included as a PDF attachment.

Users tab

1. Open the Users tab.
2. Enable or disable the required notifications.
3. Select the email address that should receive the notifications.
4. Choose whether the contract addendum should be included as a PDF attachment.
5. Click Save Changes.

Lower organizational levels

Would you like to use different settings for a department or business unit?

1. Under Display settings for, select the required organizational level.
2. Adjust the settings.
3. Click Save Changes.

Emails for employees

Don't want to receive copies of the emails sent to employees? Disable them in the Employee Emails tab.

Under General, you can disable all employee notifications at once. Under Orders, you can enable or disable individual email notifications.