Automated Email Triggered By Recording An Off System Payment

STEP 1. Create the Email

1. Select the Template Tab. 

2. Select Email Template.

3. Select Add Template.

4. Add an internal title for admins to easier find it. 

5. Select the Audience. SELECT CLIENT or ADMIN. Selecting Client will send the email to a Client and selecting Admin will send the email to an Admin. 

6. Choose the Trigger as Recorded Payment.

7. Add an email subject.

Example: Hi [[fname]], Your Payment Has Been Recorded.

8. Fill in the body of the email. 

Example:

Hi [[fname]],

You're payment for [[description]] in the amount of [[amount]] has been recorded by our agency. 

Thank you. 

Best,

Agency

10. Use the following at tags. These will auto populate the information they represent.

• Use [[lname]] for last name

• Use [[description]] for the payment description

• Use [[amount]] for the payment amount

• Use [[category]] for the type of payment (Cash, ACH, etc.)

• Use [[fname]] for user's first name.

• Use [[lname]] for user's last name.

• Use [[email]] for user's email.

• Use [[id]] for user's id.

11. Select Create. 

Step 2. Understanding How To Send To Clients.

1. Select Client from the main dashboard table. 

2. Select a Client.

3. Select the Admin tab.

4. In the secondary table select Payments/Credits.

5. Create an Off System Payment

6. Select Record Payment and the Email will popup. Select Send to share it with the client or admin.

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