How do I set up email notifications for processing direct payments? (2024.05)
Electronic payments
Send an email to a vendor to let them know a direct payment has been processed. Sending an email keeps your vendors in the loop when a payment is being processed and the funds will be sent as an electronic payment.
Subject: You have a payment from AnyCity.
Body: AnyCity paid invoice 9999 on January 11, 2023. The money will be paid to your bank account. It may take a few days to appear on your statement.
Sending an email notification for processing a direct payment is included in the 2023.02 release. To use this feature, download and install the 2023.02 release.
Requirements
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Connect Online must be installed and running.
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The 2023.02 release must be installed.
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The vendor email must be included in the vendor record. [More]
Watch a video
Learn how to set up and use email notifications for ACH payments. [MP4]
What's new?
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Add variables for vendor user-defined fields to an email template. The vendor user-defined fields will be included in the variable list. The variable name will match the user-defined field name. (89768)
First, set up an email template for ACH payments
1. Open Connect Accounts Payable > Vendors > Create ACH File.
2. Click to select the Email Template tab.
3. Format the email subject and body.
The subject is the text that displays in the RE: line. This is what the recipient will see when the email is delivered. The text in the body is what will be displayed when the recipient opens the email.
You can type directly in the Subject or Body, or you can click the Modify button to use variables to format the subject and body.
Email Template tab, Modify button
To insert a variable, such as the vendor's name or check issue date for example, click the Modify button and then use the Message box to format the text. Variables will be enclosed in {curly brackets}.
AnyCity paid {InvoicesToBePaid} on {CheckIssueDates}.
4. Click Save (CTRL+S).
Second, set up the ACH file to send an email
1. If you're working in the Create ACH File view, click to select the ACH File tab.
If you have already exited the Create ACH File view, you will need to open it again. Go to Connect Accounts Payable > Vendors > Create ACH File.
2. Click to select the Send Email Notifications checkbox.
This checkbox can only be selected when an email template for processing the ACH file is set up. To learn how to set up the email template, see the previous instructions in this help topic.
ACH File tab, Send email notifications checkbox
3. To make sending an email notification part of the default properties for creating the ACH file, click Save (CTRL+S).
202302, 2022Jan18
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