Clearmargin
GuidesSettings & Integrations

Configure Notifications

Set up notification preferences and email signature.

Set up notification preferences and email signature.

Steps

  1. Go to Settings > Notifications (/dashboard/settings/notifications).
  2. Configure overdue invoice reminder cadence (how many days after due date to send reminders).
  3. Set your email signature — appended to all outgoing invoice and proposal emails.
  4. Notification center is accessible via the bell icon in the top navigation.
  5. Click the bell icon to view recent notifications (document events: sent, viewed, paid, accepted, etc.).
  6. Mark notifications as read individually or all at once.

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