Notification of Invoice Paid or Credited
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Overview
Overview
To advise sales rep when an invoice is paid or credit has been issued. By default this will only trigger on eAutomate’s standard ‘Equipment’ type sales order but if you would like to use others, list the sales order type/s in VariableW, separated by comma.
Note that on first run sales rep will receive a long list of all invoices where a payment or credit has been issued in the last 120 days but after that they will only receive emails for new payments/credits going forward.
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Sales Order Types to trigger on (separated by comma) or blank for standard eAuto 'Equipment'
Order Types found in eAuto under Tools / Lists & Codes / Sales Order Types:
VariableX: Branch Numbers you want the alert to fire on, separated by comma, or blank for all.
-Anyone listed in To/CC/BCC will also receive what is sent to Sales Rep:
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Alert Functionality
Alert Functionality
-Sends notice of Invoice Paid or Credited based on Order Type listed in VariableW. Alert ALWAYS includes Order Type of Equipment
-Will alert anytime a payment or credit is made against the invoice whether partial or in full
-Use send To Sales Rep and/or Sales Rep's Manager to have email sent directly to Sales based on Sales Rep assigned on Order
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Best Practices & Tips
Best Practices & Tips
-Sales Rep eAuto Employee Record must have email address and Manager assigned, use alert ID245 to find those missing this info
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Related Alerts
Related Alerts
ID245 - Sales Rep Email and/or Manager Assignment Missing
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