Summary
A collection of email notifications are sent out to firm staff and clients alike when a recurring payment plan is created or modified. This is to provide an ongoing audit trail as changes to these payment plans are made.
Included in this article:
Email notification when new plan created
When a firm admin creates a new recurring payment plan, an email notification is sent to:
- The firm user who made the change (see Figure 1 below)
- The client billing contact(s) OR the payment portal user(s) linked to the Client entity that the recurring payment is made on behalf of (see Figure 2 below)
- If the same person matches more than one criteria above, they only receive one copy of the notification email.
Figure 1: Email notification sent to Firm admin after they have created a new recurring payment plan for a client
Figure 2: Email notification sent to client(s) after a Firm admin creates a new recurring payment plan on their behalf
Email notification when existing plan modified
When a firm admin edits an existing recurring payment plan, an email notification is sent to:
- The firm user who made the change (see figure 3 below)
- The user that created the recurring payment (see figure 4 below)
- If the same person matches more than one criteria above, they only receive one copy of the notification email
- If a firm user was the one that created the recurring payment, the client payment portal user who originally created the recurring payment plan is notified of the change
Figure 3: Email notification sent to Firm admin when they edit a recurring payment plan
Figure 4: Email notification sent to client(s) when a Firm admin edits a recurring payment plan
Additional resources: