Operations AR/AP - Set Up Email Alert - Scheduled Payment Error

1. Navigate to "Marketing"

   An emailed alert is now sent out when a scheduled payment fails as well as being recorded under the scheduled payment record. This alert is sent to anyone signed up for the global Payment Made notifications. Users can subscribe to these notifications by navigating to the "Marketing" section in the Operations Portal.

   

2. Choose "Subscriptions"

   Next, choose "Subscriptions". 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".

   

3. "Add a row" fields

   At the bottom row of the grid, you will find the "Add a row" fields.

   

4. Subscription List Code = "PaymentMade"

   On the Subscription List Code field, type to search and select "PaymentMade".

   

5. Enter email address in the "Email" field

   On the "Email" field, enter the email address of the user that would like to receive the notifications.

   

6. Select "Yes" for the "Subscribed" field

   Select "Yes" for the "Subscribed" field.

   

7. Communication Type = "Email"

   Then, select "Email" for the "Communication Type" field.

   

8. Hit the "Enter" key

   Hit "Enter" on your keyboard so the row will be added to the grid.

   

9. Scheduled Payment Failed Email Alert

   Once users have subscribed to the email alert, the user will receive an email notification when there is a scheduled payment error. Shown is an example email.