wattleclinicDocs
Daily Use

Notifications

Read the bell's alerts - overdue invoices, bounced emails and announcements - and act on each one.

ForEveryone

The bell at the top of every screen taps you on the shoulder about things worth a look. A notification is a summary, not the full story - to actually do anything you click through to the real page.

Two words worth pinning down: Read means "I've seen this" (it stays in your list, just not bold). Archive means "I'm done with this" - and archive is not delete. Archived alerts are kept and can be restored any time.

Reading an alert never removes it. Archiving is the only thing that takes one out of your list, and even that keeps it.

What the bell tells you

AlertMeansWhat you do
Overdue invoiceStill unpaid a week after it was dueChase the payment
Bounced emailA client email didn't get throughCheck the address and resend
Email failed to sendIt never left Wattle, as opposed to bouncing after it didOpen it from the notice and Retry
Low stock / expiringAt or below reorder point, or a batch expires within 30 daysReorder, or use up the batch
Schedule 8 alertA controlled-drug adjustment or stock-check discrepancy in the last fortnightReview it on the register - auditors look at these
Stocktake dueThe controlled-drug register is due its countDo the stock check
S8 charge awaiting stockA controlled drug was billed but the register balance is zeroRecord a receipt or opening balance; the reminder clears itself
Subscription payment didn't go throughA card payment failedUpdate the card. Nobody gets locked out meanwhile
Device timezone differs from the clinicYou're working from a different timezone to the one the clinic is set toCheck any times you enter today, or fix the clinic's timezone
Catalogue prices changed after a draft was startedOne or more catalogue prices moved after these draft invoices were billed, so they still hold the old amountsNothing, if the amounts you billed still stand. Otherwise Review and update, tick the lines to move and press once
Imported visits need a dateVisits brought over from your previous records whose source document gave no readable date. They show 1 January 1900 as a placeholderOpen each one from the list in the notice and set the real date. It drops off the list as you go
Feature announcementNews about WattleNothing to action

Some kinds only appear if your clinic uses that part of Wattle.

Common tasks

I want to...Do this
Check what's waitingClick the bell. It opens on All, so something you have already read is still there
See the full listView all →, or go to /notifications
Mark one readHover it → the checkmark
Clear the backlogMark all as read
Flag one to come back toHover a read alert → the envelope icon
Tuck one awayHover → the archive (box) icon
Get it backArchive tab → hover → the box-with-arrow icon
Act on itClick the row in the bell dropdown - it takes you to the invoice or email
Read it without leaving your workClick the row on the full page - it opens a preview panel instead

Both places show the same alerts, under the same Unread / All / Archived tabs. (The last tab reads Archive on the full page and Archived in the dropdown - same thing.)

The one real difference between the two views

This catches people out, so it's deliberate:

  • In the bell dropdown, clicking a row takes you to the invoice or email and marks it read. That's the fast path when you want to act.
  • On the full Notifications page, clicking a row opens a detail panel on the right instead - it does not whisk you away. Use the panel's View source button to jump. That button only appears when there's somewhere to go.

Some alerts cover several records at once - imported visits needing a date, for instance. Those list each record as its own link inside the panel, so you can work down them one at a time.

So if clicking an alert yanked you out of what you were doing, open it from the full page next time.

When a catalogue price changes after a draft was started

A draft invoice keeps its own copy of every price. That's deliberate: what you billed on the day is what the draft says, and changing a price in the catalogue never reaches back into work you've already done.

The side effect is that if you reprice something, any draft raised before that still holds the old figure and will bill at it. So the bell tells you.

One notice covers the whole repricing, not one per invoice. It says how many catalogue prices moved, when, and how many drafts are affected, and it lists every affected draft by pet and owner.

If the amounts you billed still stand, there's nothing to do. That's a perfectly normal answer, and often the right one.

If you do want them on the new prices, choose Review and update. You get a list of every affected line with what it bills now and what it would bill, each with a tick. Everything starts ticked, so the simple case is one press. Untick anything you want left alone, then Update.

Nothing changes until you press it, and unticking a line means that line is not touched at all. This matters more than it sounds: a figure you've already said out loud to an owner shouldn't move because an unrelated price changed on the same invoice.

You'll also see a banner on the draft itself when you open it, with the same Review and update for that one invoice.

It only ever applies to drafts. A finalised invoice keeps the price it was issued at, because that's what makes it a valid tax invoice.

Gotchas

  • "The badge says 10 but I only see 8." The dropdown shows your 8 most recent. The rest aren't lost - View all →.
  • "The red dot vanished when I pointed at it." Hovering swaps the dot for the action buttons. Move away and it comes back.
  • "I think I deleted one." You archived it. Find it in Archived and restore it.
  • "I restored an urgent alert but it's not bold any more." Restoring brings things back as read. Hover and click the envelope to mark it unread.
  • "I'm not sure my click worked." The confirmation is brief and easy to miss. Check the tabs instead - a read alert leaves Unread, an archived one appears in Archived.
  • Overdue alerts arrive 7 days after the due date, not on it - the client gets a grace period first. So an alert that seems late is working as intended.
  • Greyed-out "Mark all as read" just means nothing is unread.
  • An empty bell is normal when there's genuinely nothing pending.
  • There's no working notification settings page yet. You may find a link that looks like it should open one and doesn't. Known gap, not something you did - and there's nothing you need to configure for the bell to work.

How the app talks to you · Emailing clients · Invoices · Buttons & symbols

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