Moneybird notifications in WhatsApp

Every notification, and how it starts

Seven types, all on by default. This is the whole list.

• Payment received

  On
  Shortly after Moneybird marks an invoice as paid, checked regularly

  Invoice number, customer, amount including VAT and the project it belongs to.

• Invoice overdue

  On
  The day after the due date passes

  The invoice, the customer and how many days it is over.

• Receipt or invoice needed

  On
  When money goes out with no purchase document against it

  The amount, the counterparty and the date, as your own statement has them. One reminder follows after the number of days you set, and then it lets it go.

• Monthly summary

  On
  On the first of the month

  What last month invoiced, what came in and what is still outstanding.

• VAT reminder

  On
  At the start of a new quarter

  What is coming, early enough to do something about it.

• Unprocessed bank transactions

  On
  At most once a day, while transactions are still unmatched

  A count, plus up to eight lines with amount and counterparty and "and N more". It stops as soon as there is nothing left open.

• Payment match proposal

  On
  When a bank payment looks like it belongs to an open invoice

  The invoice and how sure the match is, with buttons to confirm it. In the default mode nothing is booked until you say yes.

It is quiet unless you said otherwise

A notification connector is only worth having if switching it down is as easy as switching it on.

Every type is a switch

Each notification is on or off, on its own, in the Schakel dashboard. You can also just say it in the chat: "turn the monthly summary off" changes the same setting, and you get a confirmation back so you know it landed.

Quiet hours

Nothing arrives between 23:00 and 08:00 by default. A message that falls inside the quiet window is held and delivered afterwards, it is never dropped, so a payment that came in at midnight is waiting for you in the morning rather than gone. You can move the window or switch it off entirely.

Filter per project

Pick the projects you want to hear about and the rest stays silent. Everything is still booked in Moneybird exactly as it was, you simply do not get a message about it.

Your number, and nobody else's

Your administration says what you invoice, what you are owed and who has not paid. That is not information to send to a number somebody typed in a form.

Four steps, once

1. Step one

   Connect Moneybird. You authorise Schakel from inside Moneybird, so your password is never asked for or stored, and you can revoke it from that same screen.

2. Step two

   Pick your administration. A koppeling works on one administration, with its own set of notifications.

3. Step three

   Add your number (optional). You verify it in your dashboard, link it with one click and confirm the question that arrives on that number. Without a number, the same notifications appear in the chat in your dashboard.

4. Step four

   Switch on what you want to hear. Everything starts from the defaults in the list above, and you can change any of them later from the dashboard or from the chat itself.