Finqle sends two kinds of email to Connect users: transactional (always on) and operational (configurable). This article explains the difference and how to route invoices and onboarding notifications to the right people.
TL;DR
- Transactional emails (login links, payment confirmations, invoice disapproval confirmations) are always sent and cannot be disabled.
- Operational emails (new invoice, collective invoice ready, payment reminders, merchant onboarding status) can be routed to specific inboxes or roles.
- Set separate Accounts Payable and invoice addresses so the right people see the right documents, and configure onboarding notifications for whoever manages your merchant relationships.
Email types
| Type | Examples | Configurable? |
|---|---|---|
| Login | Magic link | No |
| Invoicing | New invoice received, collective invoice ready | Recipient configurable |
| Billing Requests | New Billing Request awaiting approval | Recipient configurable |
| Payments | Payment confirmation, payment reminder | Recipient configurable |
| Onboarding (Connect) | Merchant onboarding invitation status, contract expiring | Yes (frequency) |
Setting recipient addresses
Your company can register several email addresses with Finqle:
- Contact email: general account-level notifications.
- Accounts Payable email: receives invoices and collective invoices for payment processing.
- Invoice email: an alternative recipient specifically for invoice delivery, if different from AP.
Connect Admins can review and update these under company settings, and can also decide which role receives onboarding and contract-expiry notifications. See Users & Roles (Connect).
Sender domains to allow
Whitelist these to keep Finqle emails out of spam:
noreply@finqle.com(transactional)support@finqle.com(support replies)invoicing@finqle.com(invoice delivery)