What Notifications You’ll Get from Roopi
Roopi keeps you in the loop without overwhelming your inbox. From daily summaries to real-time alerts, you'll always know what’s happening with your receivables—so you can focus on running your business.
🔔 Types of Notifications You’ll Receive
Roopi sends different types of notifications depending on activity and your preferences. Here’s what to expect:
✅ Daily Summary Email
Every morning, Roopi delivers a snapshot of your account:
New payments received
Invoices that became overdue
Follow-ups sent or scheduled
Alerts needing your attention
📬 This is the best way to stay updated in just one glance.
⚠️ Real-Time Alerts (Optional)
Get notified instantly when something important happens:
A debtor replies with a message that needs your input
A large payment is received
A message fails to send
A new invoice syncs from QuickBooks
⚡ You can choose to receive these by email, SMS, or Slack (Slack integration coming soon).
📱 SMS Notifications
You can enable SMS alerts for major events like:
Payment received
Debtor escalation
Alerts requiring your response
Go to Settings › Notifications to customize your mobile number and preferences.
📥 In-App Alerts
Inside the Roopi app, the Alerts tab flags anything needing your review:
Debtor replies Roopi can't handle alone
Proposed payment plans
Messages that failed to send
You can filter, search, and resolve each alert right from this tab.
🛠 How to Manage Notifications
Customize how and when you're notified:
Go to Settings › Notifications
Choose frequency for:
Email: Immediate, Hourly Digest, Daily Digest
SMS: On/Off toggle
Enable/disable real-time alerts for different activity types
🧘 Want fewer interruptions? Switch to a Daily Digest and check Roopi when it works for you.
Roopi’s notification system is built to keep you informed and in control—without drowning you in noise. You’ll always know what matters, right when it matters.
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