Planned
CPACharge Integration_payment notification
Not receiving emails when clients are making payments, this is a vital feature, please ensure this notification email in addition to the client name, client # and invoice # are send to us with each charge.
Comments
Hi Denise,
In order to ensure that these notifications are recieved, the firm will first need to turn this setting on. An Admin will need to complete these steps: Settings > Vouchers & Invoices > Payment Vouchers > Check Receive an email notification when your client adds payment information.
Each user who delivers returns will also need to ensure this option is checked in their My Settings under the My Notifications section.
We understand there are opportunities to enhance this new feature and have plans to implement these updates in a future release!
We receive the email and the client is cc'd but there is no client information in the email; you just have to know who the client is based on the email address.
Also, in the CPA Charge website the client name does not come over (it's just blank).
We were also wondering if there was some sort of reporting for payments made this way (versus just relying on the email received).
I like that the invoice is marked as "paid" in their binder, but we need some more tweaks before we use this feature.
good morning, we intentionally turned off the notifications as without the release of the updates it is too difficult to try to match payment to client.
we anxiously await the release.
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