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Receipts for manual payment (checks)?

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  • franklin
    replied
    Ah so you can set up a workflow for to send email thank yous for manual transactions.
    1. Need to add 'Check' pick list valueto C&P transaction object field Payment Type for Manual Record Type
    2. Create a new workflow object on C&P Transactions, Payment Type = Check OR Payment Type = Cash.
    3. On your email alert select the Related Contact: Contact email.

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  • franklin
    replied
    I also tried to set a workflow to fire off when a transaction of record type manual transaction was created and couldn't get it to fire. Any tips? There are 2 Record Type fields but one has the lookup pick list so I was guessing that was the one.

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  • franklin
    started a topic Receipts for manual payment (checks)?

    Receipts for manual payment (checks)?

    Any way to get receipts sent from C&P Manual Payments (manually entered checks)?

    Thanks
    Franklin
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