Process

Description

Electronic and Online Payments

Storage Billing

System emails generate for credit card processing, capturing a credit card through an Online Payment, etc. Storage billing can also be set up to automatically email an invoice, a cash receipt, and an Online Payment. The following is a list of related processes that use automatic emails:

Electronic and Online Payments

Recurring Billing and Storage (see also Recurring Billing Emails)

The System Email Setup allows you to control the subject and body of some of the emails that auto-generate. This topic also includes a “When This Email Gets Used” description at the top of each option.  Refer to the Electronic Merchant Setup for additional information.

Monitor Orders

All contacts associated to the Account Profile set on the order receive a message when the Actual Load Date or Actual Delivery Date is set, updated, or cleared. Learn more about this service through the Monitor Orders Email topic.

Email Options

Certain activities in MoversSuite can trigger email notifications. These activities include when a new sales lead occurs and when a local service request is updated. A pre-formatted email message is automatically sent out when one of the triggers occurs. View Email Options and Email Options Setup topic for a complete list of triggers and reference the Email Options Templates topic for message details.