Add or Edit Email Operation for a Payment Action

Email operations are managed in the Setup application’s Notification Management Module. Refer to Configure Email Operation for Payment Notifications for more information about notifications.

Complete the following steps to add or edit an email operation:

1. Select Receivables from the Gotransverse application menu .

   

   Payment Collection Window

2. Click Payment Rules & Actions in the left pane.

   

   Payment Rules & Actions Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Payment Actions section, click the name of the payment action to configure to open the Action Configuration window.

4. On the Action Configuration window, in the Email Operations section, click the Add button to add a new email operations, or click Edit in the Actions column for an operation to edit the operation. Both actions will open the Configure Email window.

   

   Action Configuration Window

5. On the Configure Email window, enter the required and relevant information. The following is an example of a Credit Adjustment Payment notification. The other notification type’s unique fields are noted in the following list:

   

   Configure Email Window For Credit Adjustment Payment Notification

   Required fields are marked with an asterisk.

   • Enable Operation checkbox — Indicates whether the operation is on and available for use. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: The request will occur.

     • Not selected: The request will not occur. This request can be enabled later. Any request operation can be enabled at any time after they are created.

   • Adjustment Reason — (For Credit Adjustment type only.) Select a Reason from the drop-down list. Reasons are created and managed in the Setup application. Refer to Reasons Module for more information.

   • Payment Method — (For all types except Credit Adjustment.) Select a payment method from the drop-down list.

   • Trigger — (For Payment Retry and Refund types only.) Select an action from the drop-down list that will trigger the notification.

   • Billing Account Custom Field — (For Payment Cancellation, One Time, and Auto-Payment types only.) Select from the list of enabled Account Custom Fields. The list also includes the option All to select all enabled Account Custom Fields.

   • Billing Account Custom Field Value — (For Payment Cancellation, One Time, and Auto-Payment types only.) For text custom field types, enter a value that will trigger the notification. For list custom field types, select from a list of options, including All, to trigger the notification.

     If the option All was selected in the Billing Account Custom Field field, this field does not display.

   • Account Category — For multi-entity tenants only. Select the account category from the list.

   • Email Template* — Select the email template from the drop-down list. Refer to Notification Templates for a list of included templates.

   • Attach Credit Note checkbox — (for Credit Adjustment type only.) You have the option to attach a credit note to the email. When you select this option, the Attachment Template drop-down list displays so that you can select the statement template that you want to attach to the email.

   • Attachment Template — (for Credit Adjustment type only.) When Attach Credit Note checkbox is selected, select the note template from the drop-down lists that you want to attach to the email. Credit Adjustment templates are created and managed in the Notification Templates section of Notifications Management module. Refer to Notification Templates for more information about adding a note template based on the Credit Adjustment template.

   • Account Email checkbox — Specifies whether to use the email address from the billing account's customer. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: Use the email address of the billing account's customer.

     • Not selected: Do not use the email address of the billing account's customer. Enter an address in the Recipient Email field (below).

   • Recipient Email — If you selected to not to use the account email address, enter the alternate customer email address to which to the notification will be sent.

   • BCC — Enter an email address that will receive a copy of this email.

   • Contact Category — Select from the available categories or add a new category by clicking Add. Enter information as needed and click Finish to close the Add Contact Category window.

     

     Add Contact Category Window

     Contact Categories are managed in the Setup application’s Categories Module. Refer to Add Contact Category for more information about adding new contact categories.

6. Click Finish to save your operation. The email operation is added (or updated) in the Email Operations section of the Action Configuration window.

 

 

 

 

Topic updated: 04/2024.