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

1. Click "Subscriptions"

   To set up a "Payment Made" alert globally, navigate to the "Subscription" section in the Operations Portal. This global notification will send an email alert when a payment has been made from any customer in the system. In order to access and update subscriptions you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: "subscriptionView" and "subscriptionEdit".

   

2. Type in "payment"

   We will need to enter the necessary information to create a subscription. You can simply type "payment" in the "Subscription List Code" field.

   

3. Select "Payment Made Notifications"

   A list of subscriptions will appear while typing. Select the "Payment Made Notifications" option.

   

4. Enter the email address

   In the "Email" column, enter the email address that this notification should go to.

   

5. Click "Subscribed" and select "Yes"

   Click the "Subscribed" field and select "Yes" to subscribe.

   

6. Select "Email" as the communication type

   Select "Email" as the communication type and press "Enter".

   

7. Created subscription will be shown

   You will now see the subscription that has been added to the screen.