ManualsPayments2Us Installation Manual Workflows - OptionalHow to activate New Online Payment Notification

How to activate New Online Payment Notification

Turn this workflow on if you wish to be notified of all new online payments (exception memberships).

Quick Steps:

  1. Locate workflow: New Online Payment Notification
  2. Update the recipient of the workflow email
  3. Enable this workflow

1. Open Setup

2. Search and select 'Workflow Rules'

3. Use the alphabetical look-up to find 'New Online Payment Notification', and Activate

4. Click into the New Online Payment Notification and into the Email Alert

5. Edit the Email Alert - Send Send an internal notification that a new online payment has been made

6. Update the recipient(s) and Save

Update the recipient(s) and Save