Email notifications

Required user permission: Payer Administration

Configure email notifications to be sent to payees and specific individuals within your payer organization.

You can manage all of your email settings under the Email notifications tab in the Tipalti Hub, including setting up your sender and support emails, as well as who to notify.

Select your use-case below (single entity or multi-entity) to learn how to configure notifications for your payees and your payer.

Single entity

Payee emails

1. Go to Administration > Communications > Email notifications tab.
2. Click Edit to open edit mode, and in the Sender section, beside Send emails to payees from,  toggle on to enable the custom sender.
3. If enabled, type the source email address that you want displayed as the sender in emails to your payees. This email address is required if Tipalti will be sending emails to payees on your behalf.
4. Click Save to confirm.
   
   This setting overrides the 'Enabled' field setting that can be configured for email templates on the Administration > Communication > Templates screen (see Edit templates).

Payer emails

1. In the Notifications section, you will see the following configurations for notifying specific emails.
   • Notify payer admin for main communications
     Changes are sent to the preconfigured email address displayed in this field. Currently, this setting can only be edited by a user with the Payer admin permission for the Default configuration only, who must submit a request to our Support Team to make changes.
   • Notify (BCC) these emails for all communications
   • Alert these emails about payment rejections
   • Alert this email about fraud and compliance
2. To make changes, click Edit.
3. To enable or disable a notification, toggle on or off, respectively. If enabled, an additional field displays to the right of the toggle button where you can type the payer email address and add multiple emails if needed.
4. Click Save to confirm.

Multi-entity

You can configure email notifications via Administration > Communication > Email notifications in the Tipalti Hub for specific or multiple entities. First, you need to define the entity before setting up the different email addresses for payee and payer emails.

1. To entity-specific configurations for emails, click Add configuration.
   
2. Name the configuration and select the entities you want for this configuration.
3. Click Add.
    

4. Repeat the steps above for each entity.

   As soon as you add your first entity, a Default Configuration option appears in the header under the Email notifications tab. Use this option to configure default email settings for all entities that don't have custom specifications.

Payee emails

1. Select the entity configuration you want to edit (your default configuration is at the top, followed by your entity-specific configurations).
   
2. Go to Administration > Communications > Email notifications tab.
3. Click Edit to open edit mode, and in the Sender section, beside Send emails to payees from,  toggle on to enable the custom sender.
4. If enabled, type the source email address that you want displayed as the sender in emails to your payees. This email address is required if Tipalti will be sending emails to payees on your behalf.
5. Click Save to confirm.

Payer emails

1. Select the entity configuration you want to edit (your default configuration is at the top, followed by your entity-specific configurations).
   
2. In the Notifications section, you will see the following configurations for notifying specific emails.
   • Notify payer admin for main communications
     Changes are sent to the preconfigured email address displayed in this field. Currently, this setting can only be edited by a user with the Payer admin permission for the Default configuration only, who must submit a request to our Support Team to make changes.
   • Notify (BCC) these emails for all communications
   • Alert these emails about payment rejections
   • Alert this email about fraud and compliance
3. To make changes, click Edit.
4. To enable or disable a notification, toggle on or off, respectively. If enabled, an additional field displays to the right of the toggle button where you can type the payer email address and add multiple emails if needed.
5. Click Save to confirm.