Email Notifications

Payment

• Initiated a payment - Payment has been created and does not require dual approval

  • Subject: You initiated a payment to <Recipient Name> (<Invoice #>) (<PaymentId>)

    

• Payment approval (configurable to recur daily as a reminder if payment not approved)

  • Subject: Approval Needed for payment to <Recipient Name> - Invoice <Invoice #> (<PaymentId>)

    

• Payment has been approved

  • Subject: Payment to <Recipient Name> (Invoice <Invoice #>) has been approved. (<PaymentId>)

    

• Payment has been rejected - Notifies approving and initiating users that the payment has been rejected

  • Subject: Payment Rejected - Invoice <Invoice #> (<PaymentId>))

    

• Return in process - Notifies the sender that the returning funds are being processed.

  • Subject: Payment <Invoice #> to <Recipient Name> not delivered - Return in Process. (<PaymentId>)

    

• Incoming FX wire - Incoming FX funds have been placed in your virtual account

  • Subject: Incoming funds applied to your <virtual account currency> account from <sender name>

    

• Incoming wire autoconverted to USD -

  • Subject: Incoming funds applied to your <obfuscated Account Number> account from <sender name>

    

Recipient

• Recipient requires approval - released to all users that can approve recipients.

  • Subject: A new recipient (<Recipient Name>) requires approval.

    

• Recipient approved - released to all users that can approve recipients.

  • Subject: A recipient (<Recipient Name>) has been approved.

    

• Recipient has been rejected - released to all users that can reject recipients.

  • Subject: A recipient (<Recipient Name>) has been rejected.

    

• Recipient Ready for Payment - Released when recipient approval is not required and the recipient is ready to use.

  • Subject: A new vendor (Recipient name) is ready to receive payment

    

Cases

• Email Notification End User Receives When a Payment Needs Their Attention - This will take the user to their case

• Email Notification End user Will Receive When their Case has an Update - This link will take them to the case in the cases tab

• Email Notification End User Will Receive When Their Case is Resolved

  

• Recipient payment notification - released to the recipient when the payment has been approved and sent to the processor to release the payment.

  • Subject:“<sendingCompanyName> is paying you for "<Invoice #>" pid:<PaymentId>”