Automate Payment Notifications in Acumatica
This video provides a solution to the common challenge of manually sending payment notifications, especially for EFT payments.
(a) Challenges with Payment Notifications
- As Acumatica consultants, there is a constant need to find ways to save clients time and money, making processes more efficient.
- One area that consistently needs improvement is payment notifications, specifically for EFT payments.
- Manually sending confirmations is time-consuming and inefficient.
(b) Solution: Automate with Business Event Triggers & Email Templates
- Combine email notifications with business event triggers in Acumatica for a seamless, hands-off process.
- Create customised email templates that include all the necessary payment information like invoice numbers, amounts, payment dates, etc.
- Option to include attachments such as remittance advice forms and adjustment details.
- Set up a business event trigger to activate when two conditions are met:
- The payment method is set as EFT.
- The payment status is marked as closed.
- Once these conditions are met, the system automatically sends out the customised email, eliminating manual steps.
Benefits of this Solution
- Significantly reduces time spent on sending payment notifications.
- Minimises the risk of errors compared to manual processes.
- Provides a win-win situation for both the sender and the receiver by simplifying communication and providing all necessary information in a single email.
Implementation Expertise
- Building email templates in Acumatica is straightforward, thanks to a user-friendly interface. No coding experience is needed for this step.
- Business event triggers require more familiarity with the Acumatica framework and potentially some basic coding knowledge.
- While some consultants can handle this themselves, others may want to partner with a firm like Tayana Solutions for specialised expertise.