Operations AR - Set Up Email Alerts - Payment Made (Company)

1. Navigate to "Employees"

   To set up a "Payment Made" alert at a company level, an employee must first be assigned to the company. Once you or the employee has been assigned to the company, the alert can be set up by navigating to "Employees" in the operations portal. In order to access and update "Employees" you will need to be set up as a "superuser" or have the roles of: "administratorEdit" and "administratorView".

   

2. Search for the employee's account

   Search for the employee's account.

   

3. Go to employee's account

   Click the more details icon to go into the employee's account.

   

4. Click "Notifications"

   Now, go to the "Notifications" tab.

   

5. Click the checkbox for the alert

   Select the check box for "Notify me when a customer pays invoices" in order for the employee to receive the payment made notification.

   

6. Alert has been turned on

   The employee will now receive an email notification when the assigned company makes a payment.

   

7. Search for "Notifications"

   If you would like to set up this alert for yourself, simply go to "Notifications" and select the notifications you would like to receive. To find "Notifications", use the "Search" field.

   

8. Click "Notifications"

   Then, click "Notifications".

   

9. Click the checkbox for the alert

   Click the checkbox to turn on the notification for payments made.

   

10. You will now receive an email notification when the your assigned company pays an invoice

    You will now receive an email notification when your assigned company pays an invoice.