Notifications
In-app alerts and phone notifications for payments, overdue invoices and bills due today
SettleWise tells you when something needs attention: a payment arrived, a payment needs a person to sort it out, an invoice is overdue, or a bill is due today. Alerts appear in the bell inside the app, and you can also receive them as phone notifications.
What You Are Notified About
| Alert | When | Who gets it |
|---|---|---|
| Payment Received | Any customer payment arrives, including confident automatic matches | Finance team |
| Payments that need you | SettleWise needs a person to assign an invoice, assign a customer, clarify an amount or check a duplicate payment | Finance team |
| Invoice overdue | An invoice payment is 3 or more days overdue (once per payment phase) | Owners, admins and validators |
| Bill due today | An open or partly paid bill is due today, with the amount still open | Owners, admins and validators |
Overdue alerts are for your team only. They don't change the invoice status or the wording of customer reminders.
Bill due today only works for bills that have a due date. The due date is optional on the bill form, so add it to the bills you want to be reminded about.
Turn On Phone Notifications
The SettleWise phone app is the website added to your Home Screen. Phone notifications are turned on separately on each phone or computer you use.
On iPhone or iPad, add SettleWise to the Home Screen first
In Safari, tap Share → Add to Home Screen, then open SettleWise from that icon. iOS 16.4 or later is required. On Android and computers, skip this step.
Open Settings → Account → Notifications
Under Phone notifications, tap Turn on and allow notifications when the browser asks.
Send a test
Tap Send test. The notification should arrive within a few seconds. Tapping it opens the related page in SettleWise.
Notifications use your SettleWise language. Use Turn off at any time to stop them on that device.
Where It Works
| Device | Supported |
|---|---|
| Android | Chrome, Edge, Samsung Internet |
| Computer | Chrome, Edge, Firefox, Safari |
| iPhone / iPad | iOS 16.4+, only from the Home Screen icon |
Troubleshooting
| Message | What to do |
|---|---|
| Add SettleWise to your Home Screen first | You are in a Safari tab on iPhone. Add it to the Home Screen and open it from the icon. |
| Notifications are blocked for SettleWise | Allow notifications for SettleWise in the browser's site settings, then try again. |
| This browser can't receive notifications | Use Chrome, Edge, Firefox or Safari. |
| The test never arrives | Check that the phone isn't in Do Not Disturb or Focus mode and that notifications are allowed for the browser or app. |