Method Community

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?  

Also, If I receive payments in quickbooks will that still email out via Method due to the sync?

Finally, who is the email sent out to?  All contacts on file that didnt opt out of billing?   I am having some customization completed right now which will allow us to email invoices, estimates, etc to only the contacts we select.  As i write this i'm starting to think i may need to extend that customization over to this receive payments, if i want it to follow a similar process.   Please advise.  Thanks!

David, 

This email template is sent out in two places. First, from the Customers>Receive Payment screen. It won't be emailed to all contacts, only the contact that is specified on screen (in this case... me!). Also, the email will only be sent if Email payment notification when saving? is checked.  See my screenshot below: 

Secondly, a contact can also trigger the email to be sent to them if they make a payment through the Contacts Portal. You will need a Payment Gateway setup in order for your customers to make payments through the portal. If you receive a payment through Quickbooks, and not through Method, then the Method email will not be sent.

If you're interested in sending the email to multiple contacts, then you would need some customization done on the Received Payment screen and the Contact Portal.

Hopefully I addressed everything. Let me know if you have further questions!

Jason

Thanks again Jason!  Good info