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Email Notifications

Last reviewed: 2026-04-01

Overview

Finora sends several types of automated emails. This reference lists all email types, their triggers, and how customers can control them.

Email Types

1. Invoice Emails

  • Trigger: User clicks Share/Send on an invoice
  • Recipient: Customer (from the invoice's customer record)
  • Content: Invoice details, PDF attachment, payment link (if payment gateway configured)
  • Configurable: No — sent on user action only

2. Receipt Emails

  • Trigger: User clicks Share/Send on a receipt, or auto-generated when customer pays via payment gateway
  • Recipient: Customer
  • Content: Receipt details, PDF attachment
  • Configurable: No

3. Bookkeeping Reminders

  • Trigger: Scheduled (weekly, bi-weekly, or monthly based on Settings → Reminders)
  • Recipient: Business owner/admin
  • Content: Monthly activity stats, links to upload bank statements, bookkeeping tips
  • Configurable: Yes — frequency and day in Settings → Reminders
  • Time: 9:00 AM WAT

4. Tax Pre-Filing Reminders

  • Trigger: 3–14 days before a tax filing deadline (configurable)
  • Recipient: Business owner/admin
  • Content: Pre-filing checklist, links to tax pages, deadline warning
  • Configurable: Yes — lead time and tax types in Settings → Reminders

5. Newsletter / Product Updates

  • Trigger: Finora team sends (not automated)
  • Recipient: All users (based on preference)
  • Content: New features, service updates, incident notices
  • Configurable: Yes — three toggles in Settings → Reminders

6. Account Deletion Notices

  • Trigger: User initiates account deletion
  • Recipient: User
  • Content: Confirmation of deletion request, cancellation link (7-day grace period)
  • Configurable: No — mandatory

7. Team Invitation Emails

  • Trigger: Owner invites a team member
  • Recipient: Invitee
  • Content: Invitation to join the business with a registration/login link
  • Configurable: No

8. Filing Request Status Updates

  • Trigger: Filing request status changes (Draft → Active → Completed)
  • Recipient: Business owner
  • Content: Status update notification
  • Configurable: No

Master Toggle

All reminder emails (bookkeeping + tax) can be disabled via the master "Email Notifications" toggle in Settings → Reminders. This does NOT affect transactional emails (invoices, receipts, team invitations).

Common Issues

  • "I'm not receiving emails" — Check spam folder; verify email in Profile Settings; check master toggle in Reminders
  • "My customer didn't receive the invoice" — Check the customer's email address in their record; ask them to check spam
  • "I want to stop all emails" — Disable the master toggle in Reminders for reminders; transactional emails cannot be fully disabled