Qvinci RoyaltyHub allows you to set up different types of email notifications so the right users receive updates about account activity, transaction issues, payment method changes, recurring invoice changes, FullsteamPay returns or chargebacks, and selected customer-facing emails.

Managing Notification Settings

To manage notifications, go to Settings and select Notifications. From this screen, you can choose which email notifications a user should receive based on the type of activity they need to monitor.

- Available Notification Types -

Account Summary

The Account Summary email provides an overview of activity in Qvinci RoyaltyHub for the selected timeframe. This summary may include information about invoices, payments, and emails sent from the system.

Transaction Processing Errors

Transaction Processing Error notifications are sent when errors occur during daily recurring invoice or payment processing. These emails help alert users when payments do not process, items are missing from QuickBooks, or another issue prevents invoices or payments from processing successfully. The email includes a link so the user can review the error details in Qvinci RoyaltyHub.

Customer Payment Method Updated

The Customer Payment Method Updated notification copies the user when a customer updates and stores their payment method using the Pay Online link.

Scheduled Recurring Invoice Changes Approval

Scheduled Recurring Invoice Changes Approval notifications are sent when a customer approves a scheduled recurring invoice change. This helps users stay informed when customers review and approve planned changes to recurring invoices.

FullsteamPay ACH Return and Card Chargeback Notifications

FullsteamPay ACH Return and Card Chargeback notifications alert users when an ACH transaction is returned or a credit card transaction is charged back. If FullsteamPay is configured to take specific actions for ACH returns or card chargebacks, and the user is set to receive related emails, these notifications will still be sent. Users will only receive payment updates for customers and invoices they have permission to access.

BCC Emails

BCC Email notifications blind copy the user on selected customer emails. This sends a copy to the user’s email address for any selected customer email types.

 - Recommended Use -

Enable notifications based on the user’s role and the activity they are responsible for monitoring. For example, billing or accounting users may need transaction processing errors, payment method updates, FullsteamPay ACH return and chargeback notifications, and BCC copies of customer emails. Administrative users may also benefit from account summary updates to monitor overall activity.

**Need Help?**

If you have questions about which notifications should be enabled for your account, contact your Qvinci RoyaltyHub support team for assistance.