# Notifications

What Vezmo tells you and where, the bell and its count, what needs you, the Notifications page with each notification's details, the alerts that pop up, choosing what reaches you by email, and the daily summary.

Source: https://vezmo.com/docs/get-started/notifications

## Overview

Vezmo tells you when something happens in your business: a payment comes in, a payout is paid, a customer disputes a
payment, a client signs an agreement, or our team needs something from you. You see every notification in three
places:

- **The bell** at the top of the dashboard, with the number you haven't read.
- **The Notifications page**, with every notification and the details of what each one is about.
- **Email**: the account holder gets the business's emails; every teammate can turn on the ones they'd like in
  **Settings › Notifications**.

Each person on your team has their own notifications: what you read or dismiss stays as it is for your teammates, and
each of you chooses what reaches you. You only see notifications about the parts of Vezmo your role lets you see.

(Screenshot: The bell open: Notifications with a gear and Mark all as read; tabs All, Needs action 3 and Unread 4; under Earlier: Invoice sent, Refund processed with an undo arrow and a green tick, two Payment received rows from Priya Nair and Lucas Weber with Visa and the last four digits, and You received a dispute with Respond by Nov 2, 11:59 PM · 1 day left in amber, a Respond to the dispute button and In your To-do; View all notifications at the foot.)

## The bell

The bell shows how many notifications you haven't read: 1 to 9, then 9+. The same number shows in your browser tab,
for example "(3) Vezmo", so you see it from another tab.

Open the bell to see your notifications, newest first, grouped into Today, Yesterday, This week and Earlier. Scroll
down to load older ones. Three tabs filter them:

| Tab | What it shows |
| --- | --- |
| All | Every notification you haven't dismissed. |
| Needs action | Only the ones that ask you to do something and aren't done yet, with how many. |
| Unread | Only the ones you haven't read, with how many. |

Each notification has an icon for what it's about (a payment in, a payout, a dispute, a refund, an agreement, an ID
check, an invoice, a proposal, your verification, Accounts, your To-do) and, on the icon's corner, a small mark for how
it went:

| Mark | Means |
| --- | --- |
| Green tick | It worked: a payment received, a payout paid, a dispute won, your business verified. |
| Red cross | It didn't: a payment or payout that failed, a dispute lost, something declined. |
| Amber mark | It needs you. |

Beside each title you see how long ago it happened, for example "2 h". Unread ones are in bold with a blue dot. A
dispute shows its deadline in amber, in your own time zone, for example "Respond by Nov 2, 11:59 PM · 1 day left".
Select a notification to open it on the Notifications page.

Hover over a notification and select **⋯** to mark it read or unread, or to dismiss it. **Mark all as read** reads
everything at once, including notifications sent to your whole business.

What you do yourself doesn't add to your unread count. When you send an invoice, you get one **Invoice sent**, already
read, once the email has gone out. If it couldn't be sent, a notification under **Needs action** says so, so you can
check the address and send it again.

## Needs action

Some notifications ask you to do something: answer a dispute by its date, review a signer's ID check, approve an
agreement, send something our team asked for, or take a live selfie. They carry an amber **Needs action** label (or,
for a dispute, its deadline) and a button straight to the thing, such as **Respond to the dispute**, **Review the ID
check** or **Open your To-do**.

Needs action is your **To-do** plus anything else waiting for you. When the To-do has open items, the tab starts with
them ("Waiting in your To-do"). A notification whose task is already in your To-do says **In your To-do** and isn't
counted twice, so the number matches your To-do when everything waiting is there.

(Screenshot: The bell on the Needs action tab (3): Waiting in your To-do with 3 and Open your To-do on top; under it, You received a dispute, action needed: A customer disputed a payment of $500.00, Respond by Nov 2, 11:59 PM · 1 day left, Respond to the dispute, and In your To-do.)

When the task is done, for example the dispute is answered or the ID check is reviewed, the label turns to a green
**Done** and the notification leaves the Needs action tab. Your **To-do** page lists the same work by service.

## The Notifications page

Select **View all notifications** in the bell, or any notification, to open the Notifications page. Your notifications
are on the left and the one you open is on the right, with:

- the whole message and the date and time it happened;
- the latest on what it's about: for a payment, the amount, the customer, the card and its status; for a payout, the
  amount, when it was paid or is expected, and the account it went to when we have it; for a dispute, the amount, the
  reason and the date and time to respond by, in your own time zone; for an agreement, who has signed;
- when there's something to do and no details to show, what to do and by when;
- one button to it, such as **Open the payment** or **Respond to the dispute**;
- **Mark as unread** and **Dismiss**, and a few more recent notifications of the same kind.

(Screenshot: The Notifications page: on the left, search and Any time, category chips with unread counts (Payments 4), tabs All, Needs action 3 and Unread 4, then 4 unread, Select, Mark all as read and the list; on the right, Payment received with its date and time, a Payment card reading $300.00 from Priya Nair, Visa •• 4242, Partly refunded, then Open the payment, Mark as unread, Dismiss and More in Payments.)

To find a notification:

- Use the tabs: **All**, **Needs action** or **Unread**.
- **Search** its words.
- Pick a **category**: Payments, Payouts, Disputes, Agreements, Invoices & proposals, Verification, Accounts or Your
  account. Each shows how many you haven't read.
- Choose **Any time**, **Last 7 days** or **Last 30 days**.

On a phone, search, time and categories are under **Filter**. With a filter on, **Mark these as read** reads just
those.

To act on several at once, select **Select** (or hover over a notification's icon and tick it), then **Mark read** or
**Dismiss**.

On a computer, **↓** or **J** opens the next notification, **↑** or **K** the one before, **Enter** follows its button
and **Esc** closes it. On a phone, the list fills the screen and a notification opens on its own, with a back arrow.

## Alerts while you work

Two things pop up in the corner of the dashboard as they happen, with **View**:

- **a payment received**, for example "$25.00 from Priya Nair";
- **a new dispute**.

Everything else updates the bell's count without interrupting you.

## Choose what reaches you

In **Settings › Notifications** (or the gear in the bell) you choose, for each kind, whether it shows **In the app**
(the bell and the Notifications page) and whether it comes by **Email**. Each switch saves as you change it. These are
your own settings: each teammate chooses theirs.

(Screenshot: Settings › Notifications for the account holder: In the app and Email switches for Payments, Payouts, Disputes, Agreements, Invoices & proposals, Verification & requests, Accounts and Your account, with a lock on the Disputes and Verification switches and a line under each saying what always reaches you; Security with Email only; below it, Daily summary email with its switch and an example of the email.)

Email works per person:

- **The account holder** gets your business's emails. They start on, and the essentials are always on: Disputes, and
  Verification & requests. The account holder is the person who set up the business; if they've left, it's the
  longest-standing teammate, so the essentials always reach someone.
- **Every other teammate** can turn on the emails they'd like, for anything their role lets them see. They all start
  off, and nothing is locked for them: the essentials always go to the account holder. A teammate who turns on
  Verification & requests also gets our team's asks and selfie requests.
- **Security** emails (sign-ins from a new device, and changes to your password or two-step sign-in) always go to you,
  by email only.

Whatever the switches, the account holder always gets these by email: a payout that failed or was declined, a payout
request that expired, a change to your payout account, a refund that didn't reach your customer, an order paid past its
stock, a refund due on an agreement, a tax form that's ready, and anything that holds or pauses your account.

## The daily summary

Turn on **Daily summary email** to get one email each morning at 8:00 your time (the time zone your browser uses when
you turn it on, shown beside the switch). It covers the day before: your payments (how many, and the total in each currency), payouts paid, disputes, anything that needs you, and
your open To-do. It's off until you turn it on, and it's only sent on days with something to say.

## Related

- [See a payment's details](/docs/get-paid/payment-details#answer-a-dispute): answer a dispute.
- [Agreements and e-signatures](/docs/run-your-business/agreements#reminders-and-your-to-do): reviewing signers and
  your To-do.