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Notifications
There are two different types of notifications in Teesom:
- Internal Notifications:
- External Notifications:
In this article we will explain the difference between the two different types of notifications.
Internal Notifications
Internal notifications, are notifications that happen within Teesom for example when a User changes the status on an invoice, the Sales rep on that invoice will be notified (unless they do it themselves) or when a quote is converted to an invoice:
Internal Notification Configuration Options
You can configure the Internal Notifications from the User Edit screen:
External Notifications
External notifications, are notifications that take place outside of Teesom, for example when you pay a customer, so when you take a payment manually in Teesom and you choose to notify the customer, that is considered an “External” notification: To find out more about “External” notifications see this article
External Notification Configuration Options
In Teesom you have the option to send out a notification to your customer.
Below are some examples of “External Notification” configuration options.
1.) Payment Notifications: When a Teesom user sends out a payment they have the option of notifying the customer, whichever contact is set as the financial contact will receive the email notification
2.) Invoice Notification: When sending an invoice you can select who will get that invoice by default on the company setup screen, You can also check and change who will receive the invoice when you send it:
