MoversSuite Administration > Accounting and Financial Services > System Email
Your company can determine the content of the email messages sent out through Electronic Payments, Online Payments, and through Recurring Billing and Storage runs through the System Email Setup (Recurring Payments).
Figure 82: System Email Setup
The list of place holders includes those tag that you can copy and paste into the subject and body of the email messages.
Figure 83: Placeholder section
Below the placeholder listing are the detail messages available to you. A When This Email Gets Used section provides information about which process is associated to the email and its purpose.
Figure 84: Recurring Billing record within System Email Setup
The Tags allowed on this email section provide information on which placeholders are rendered when the email generates. In the example above (Figure 84), you can specify up to five different place holders, two of which are currently referenced by the default Recurring Billing email. The tag name corresponds to the placeholders provided at the top of the setup, e.g. Customer Number refers to the <a>CustomerNumber</a> tag.
To add a tag, select it from the placeholder section using your mouse, copy it to memory using CTRL+C, and paste it into the Email Subject or Email Message using CTRL+V.
All tags are allowed in the subject line, except for the three Online Payment tags, i.e. Online Payment Hyperlink cannot be set for the Email Subject.
Figure 85: System Email for Recurring Cash Receipts
This System Email can be used when a credit card has been successfully charged for a recurring billing invoice. As it is a system generated mail, the cash receipt is only sent out in an email.
Figure 86: Online Payment Link record in System Email Setup
For the three Online Payment records: Expired Online Payment, Online Payment Link, and Recurring Online Payment Link; you can utilize the OnlinePaymentHyperlink. What you set for the Hyperlink Text To Be Inserted Into Email replaces the <a>OnlinePaymentPlainTextLink</a> tag. In the example above, when the email generates, the link displays as here. So, the first line reads, “Per your request, click here for a web page that will allow you to make your payment for the following item:”.
If you wish to revert the Email Subject and Email Message back to the system default, then press the Reset Email to Default option and then press Save.
IMPORTANT: Emails are generated using the Database Mail (DBMAIL) utility accessible through the Microsoft SQL Server Management Studio. This utility must be setup and running to utilize the email notifications through the Setup Credit Card/Bank Online Payment screen. Refer to the Database Mail Setup topic for additional information.
RELATED TOPICS:
Electronic and Online Payments
Setup Credit Card/Bank Online Payment