This alert will advise you of new payments posted today that were not applied to any invoice, or of amounts remaining if the entire payment was not applied to an invoice, by end-of-day.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will advise you of new payments posted today that were not applied to any invoice, or of amounts remaining if the entire payment was not applied to an invoice, by end-of-day. Use ID461 to get a report of invoices posted today for customers who have credits available to apply.
Run Schedule: Daily in the afternoon
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable X: Branch Numbers - List the branch numbers for the alert to trigger on, separated by commas. Leave blank for all branches.
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Alert Functionality
Alert Functionality
1. The alert checks for payments created today, where the unapplied amount is not equal to zero:
2. The unapplied payment will only show once on the alert.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID461 - Invoiced Customer has unapplied credit
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