Why did the payment email arrive hours later?

It went in a digest, sent every hour unless you changed Digest every, or it waited for your Quiet hours to end. Only urgent email is sent during quiet hours.

Will I get an email for every new invoice as well?

Not by default. Created and issued are Low, and Low is In-app only until someone changes it.

Can a colleague be told about my customer's payments?

Yes. They select Follow on the invoice's Activities tab. Their role must let them see the invoice and post on its Activities tab.

Get told when a customer pays

Copy for AI

When someone in your team records a payment, everyone who follows that invoice is told. Set it up once and you no longer need to ask accounts whether the customer has paid.

How to do it

Your own invoices need nothing. The owner of a record follows it automatically.
For someone else’s invoice, open it, select the Activities tab, then Follow → Follow this record. Quotations and opportunities have the same button.
Read the updates under Updates in the Message centre, such as “INV-10000319: payment recorded”.
Get an email at once. Open My profile → Notifications. In E-mail by type and priority, set the Document events row under Normal to E-mail now, and select Save.
Quiet one busy record with Mute this record on the same button.

Why it helps

A payment recorded, a payment removed, a credit applied, a write-off and a void are Normal document events. A record created, issued or marked as sent is Low. Unless you or your company changed it, Normal is emailed as a Digest and Low stays in the message centre, so the money news reaches your inbox without every new draft following it. Setting E-mail now on the Normal cell makes payment news arrive as it happens.

easySales learns of a payment when someone uses Record payment; it does not see your bank account.

Example

Mei Tan owns INV-10000319 for SGD 2,180.00, and has set Document events under Normal to E-mail now. Daniel Lim follows the invoice too, on the default Digest. When Sarah Goh records the café’s SGD 2,180.00 with Record payment, Mei gets an email straight away, and Daniel’s arrives in his next digest. Had Mei recorded the payment herself, she would not be told: nobody is told about their own changes.

Common questions

Why did the payment email arrive hours later? It went in a digest, sent every hour unless you changed Digest every, or it waited for your Quiet hours to end. Only urgent email is sent during quiet hours.
Will I get an email for every new invoice as well? Not by default. Created and issued are Low, and Low is In-app only until someone changes it.
Can a colleague be told about my customer’s payments? Yes. They select Follow on the invoice’s Activities tab. Their role must let them see the invoice and post on its Activities tab.