Email Invoices to all Customers in a Payment Run

Ordway enables mass emailing the Invoices in a Payment Run to Customers to save time instead of emailing the Invoices individually.

Preconditions:

1. Within the Customer Account, an email address must be present within the Bill To field of the contact information.
2. Billing Run must have been successfully completed and Posted.
3. The Invoice Creation Email template must be enabled in Menu > Setup > Managed Templates.

Add One-Time Payment Run

Steps:

1. Navigate to Menu > Operations > Payment Runs.
2. Click Add Payment Run.

3. Populate the Payment Run.  

4. Click Save. 

Send Payment Run via Schedules

Steps:

1. Navigate to Menu > Setup > Schedules.
2. Scroll to the Payment Runs section. 
3. Click + Add.
4. Populate the Payment Run Automation screen. Refer to this article to understand all Payment Run options. 

5. Save when finished.