Payment emails vary according to how payments are accepted by Ordway. Payments made via ACH, check, or other external method that are added to Ordway as a receipt are not automatically emailed. Read more about Payment Related Email Templates.
Manual Payments
To record a manual payment, follow the steps provided in Receive External Payment. Then complete the steps provided below to route a corresponding email.
Email Payment Information
Complete the following steps to send an email for an individual payment from the Payments module.
Steps:
- Navigate to Menu > Operations > Payments.
- Click Email from the Actions menu for the desired payment.
- Update the Payment Email Template if needed.
An Invoice PDF is automatically included with the email. Additional files can also be attached. - Click Send when finished.
- The email is recorded with the Customer record. The email can be viewed as needed.
Electronic Payments
Ordway uses webhooks to retrieve electronic payments made via a Payment Gateway, but does not automatically email the customers. Emails can be generated as explained above in manual payments.
Payment Runs
Auto-email can be selected when creating a Payment Run. In addition, a Payment Run can be emailed upon completion. Read more about Payment Runs.
Note: This feature may not be part of your Ordway implementation. Contact Support with any questions.
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