Payment Made Notification to Responsible Person

This will use Sage CRM escalation rules to alert the Responsible Person (customer paying) that their payment has been received and processed in byondpro.

This notification will be triggered at the same time as the Payment Made Notification.

CRM Escalation Rule

Conditions:

1. Payment Notice status changes to: completed [oppn_status = completed]; and

2. Payment Notice receipt number: is populated [oppn_receiptnumber is not null]

Issue EMAIL to: Responsible Person [oppn_responsiblepersonname]

using email account: Payer Email Adddress [oppn_payeremailaddress]

EMAIL TEMPLATE: OpusPay Payment Received

Email FROM: System Administrator

Email SUBJECT: Payment Received: #oppn_opssalesid#, #oppn_receiptnumber#

Email BODY:

Dear #oppn_responsiblepersonname#,

We acknowledge your payment of $#oppn_amount# for invoice #oppn_invoicenumber#.

For your records, receipt number #oppn_receiptnumber# was issued.

Please contact [SITE NAME] for further information about this transaction.

Regards,

#oppn_createdby# (show user first and last name)

[Site Name]