Invoicing notifications keep requestors and admins informed as an invoice is sent, approved, rejected, paid, voided, or exported to QuickBooks.
Invoicing notifications
Invoice Sent: Sent when an initial or revised invoice is sent to another party for approval. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Invoice Approved: Sent when an initial or revised invoice is approved. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Invoice Rejected: If configured, sent when an initial or revised invoice is rejected. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Invoice Marked Paid: Sent when an invoice is marked as paid. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Invoice Voided: Sent when an invoice is voided. All calls and appointments are detached from it and can be invoiced again. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Invoice Sent to QuickBooks: If QuickBooks is configured, sent when an invoice is exported to QuickBooks. Default: Interpreter, Interpreter Root Admin, Requestor Root Admin, Default Requestor Admin, via Email, Web.
Next steps / Getting more help
For LSC admins: to change who receives a notification, see Setting role recipients. For appointment notification types, see Notifications by Type (Appointments). If a notification isn't sending, reach out to Boostlingo Support with the notification type. If you're unsure how to reach Support, contact your Account Manager.