| Notification | Account Owner | Billing Contact
| What triggers the notification? |
| Trial expired | 
| | A trial Organisation has expired |
| Organisation plan was changed to a free Partner Edition | 
| | An Organisation on a Partner Account is marked as a free Partner Edition |
| Partner application |
| Partner application submitted | 
| | A prospective Partner submitted an application for partnership |
| Partner application approved | 
| | A prospective Partner's application has been verified by ApprovalMax staff and is now awaiting agreement signing |
| Partner application rejected | 
| | A prospective Partner's application has been rejected by ApprovalMax staff |
| Partner agreement approved | 
| | A prospective Partner agreement has been verified by ApprovalMax staff and the applicant has become a Partner |
| Partner agreement rejected | 
| | A prospective Partner agreement has been rejected by ApprovalMax staff |
| Partner application approved - reminder #1 | 
| | A prospective Partner has not submitted the signed agreement in the last 2 days |
| Partner application approved - reminder #2 | 
| | A prospective Partner has not submitted the signed agreement in the last 5 days |
| Partner application approved - reminder #3 | 
| | A prospective Partner has not submitted the signed agreement in the last 11 days |
| Subscriptions |
| Subscription in grace - reminder #1 | 
| 
| A subscription has been in grace period for 5 days and there was no action by the customer |
| Subscription in grace - reminder #2 | 
| 
| A subscription has been in grace period for 10 days and there was no action by the customer |
| Preliminary subscription report | 
| 
| Sent 7 days before the subscription renewal date |
| Subscription expired | 
| | The subscription has expired (the grace period is over) |
| Subscription cancelled | 
| | The subscription has been cancelled |
| Subscription pending cancellation | 
| | The subscription has been cancelled but the cancellation will take effect in 14 days, not immediately
|
| Order paid | 
| 
| The subscription order has been processed (new purchase, renewal, upgrade) |
| Not-for-profit nomination |
| Organisation NFP-nomination | 
| | An Organisation was nominated as an NFP by its Account Manager/Owner |
| Organisation NFP-nomination approved | 
| | The NFP-nomination of this Organisation has been approved by ApprovalMax Sales |
| Organisation NFP-nomination rejected | 
| | The NFP-nomination of this Organisation has been rejected by ApprovalMax Sales |
| Organisation transfers |
| Organisation transfer initiated | 
| | The Account Owner has initiated a transfer of Organisations |
| Transfer completed | 
| | The target Account Owner has completed the transfer |
| Transfer cancelled by the Owner | 
| | The source Account Owner has cancelled the transfer |
| Transfer cancelled by the Target | 
| | The target Account Owner has cancelled the transfer |
| Organisation transfer requested by target | 
| | The target Account Owner (Organisation Administrator) has requested an Organisation transfer |