Daily alert at the end of the day with a list of all customer payment details.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Do you need to know when payments are applied? Maybe you are looking for large payments, checking on the AR clerk who is posting the receipts to make sure they are being applied to specific invoices and not sitting open on the account (sometimes this is a result of what you think is a duplicate payment, when in fact the first check was incorrectly applied making this receipt look like a duplicate) or maybe you have an internal leasing company in a second eautomate database, and need an alert to go to the equipment side cash receipts person to reconcile service billing portion of payment made to leasing company. This alert will send a daily list of all payments from your customers.
Run Schedule: Weekday evenings
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Invoice Type(s) to report - List the invoice types for the alert to report on.
Variable X: Branch Numbers - List the branch numbers for the alert to trigger on, separating multiple branches with commas. Leave blank to trigger for all branches.
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Alert Functionality
Alert Functionality
1. This alert lists all payments created for the day:
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID621 - Cash Deposits and Payments
ID894 - Large Payment Received
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