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Support Home Installation Manual Workflows - Optional How to activate New Online Payment Notification

Table of Contents

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

How to activate New Online Payment Notification

Table of Contents

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

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

Quick Steps:

Locate workflow: New Online Payment Notification
Update the recipient of the workflow email
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

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Updated at July 27th, 2024