Skip to main content

Payment Received Base Email Notification Template

Paige Freeman
  • Updated

The Payment Received base email notification template is used when a payment is applied. An email is sent to the Bill-To customer and includes the receipt date, type, and amount, as well as the order information the receipt applied to. 

Data Collection: AccountingInfo.ARReceipts

Base Frequency (Scheduled Notifications Only): Every 3 Minutes

Base Filters

Filter Description
Allow System Notifications EqualTo Y

This filter appears on all base notification event templates and prevents emails from sending to customers that do not allow system notifications. 

The Allow System Notifications toggle is located on the Contact Information page within a customer record.
AddedOn LessThanOrEqualTo Current Run Date and Time This will generate the email if the date and time the order was added is less than the current run date and time. 
AddedOn GreaterThan Last Run Date and Time This will generate the email if the date and time the order was added is greater than the last time this process was scheduled to run. This ensures that a customer won't receive multiple emails for the same event.
CustomerStatusCode EqualTo ACTIVE

This filter appears on all base notification event templates and prevents emails from sending to customers that are in a status other than Active, such as Deceased, Duplicate, or Inactive. 

The Constituent Status is located on the Demographics page within a customer record.

Base Email Body

Dear {{BillToCustomer.LabelName}},

Thank you for your recent payment. Your payment has been applied to the following Orders. Below is a summary of your payment.

Receipt Amount: {{ActualAmount}}

Receipt Type: {{ReceiptTypeCode}}

Receipt Date: {{ReceiptDate}}

Order Number

Product

Amount

Recipient
{{#each Transactions}}          

 {{this.OrderNumber}} - {{this.OrderLineNumber}}

 {{this.ProductInfo.ShortName}}

 {{this.PaymentAmount}}

{{this.ShipToCustomer.LabelName}} 

{{/each}}

          

Common Business Scenarios

You can add the last 4 digits of the credit card used to make the payment using the {{PartialCCAccountNumber}} property.