The Obligation
Tell each payee when a payment goes out and when to expect it.
The Friction
Without a payment email, payees call your staff to ask how the payment was sent and when it should arrive.
The Disbo Standard
When a payment goes out, Disbo sends the payee email from support@disbo.com and CC's your firm. The template is customizable. A separate 15-day client funds notice uses a case-system trigger set up with our team during onboarding; it is never automatic.
Core Capabilities
Payment Emails · Live
A payment going out sends an email to the payee.
Payment Details
Payee name, amount, method and expected arrival are in the email.
Firm CC'd
Sent from support@disbo.com, with your firm CC'd and a customizable template.
Client Funds Notice
The 15-day notice is a case-system trigger set up with our team during onboarding, not an automatic deposit notice.
Frequently Asked Questions
What does a payee notification email include?
Payee notification emails are Live. When a payment goes out, the email includes the payee name, amount, method and expected arrival. The firm is CC'd.
How is the 15-day client funds notice set up?
The 15-day client funds notice uses a case-system trigger set up with our team during onboarding. It is not automatic. Your firm determines its notice obligations.
Who sends the payee email?
The payment email is sent from support@disbo.com when a payment goes out, with the firm CC'd.
Can we customize the email?
Yes. The payee notification template is customizable.