Payment Method

Select a payment method type - Pay Bills, Spend Money or Credit Refunds - to restrict the list of payments for which you want to email payment notifications.

You can further restrict the list of payments using the Advanced Filters window.

Email Address

The field displays the email address for the selected payment notification. This email address is the first one entered for the vendor in the Card Information window -- Profile view. If the first entry in the Email field is a blank entry, then the second email address is selected and so on. If there are no email addresses for the vendor, the Email Address field will be blank. (The Email Address column will also be blank for the vendor.)

If you wish to use a different email address enter it in the field or click the Search Arrow to choose a different email address you've entered for the vendor in the Card Information window -Profile view. (If you change the email address, you'll be asked if you want to update the Email address field of the Card Information window.)

Subject

The text that displays here will appear in the subject area of the email for the selected payment notification; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.

Message

The text that displays here will appear as the message that accompanies the selected payment notification; you can change it if you wish. To change the default entry that you'd like to use for the email subject and/or message for all of your emails, click the Email Defaults button.

Advanced Filters button

You can further widen or narrow the list of payments and customize your form using Advanced Filters; click the Advanced Filters button to open the Advanced Filters window - Print/Email Payment Notifications.

Use the selections in the window to choose one vendor or All Vendors or limit the payments in the list to a specific date range.

If you want to customize the form you want to email, click the Customize button in the Advanced Filters window.

Checkmark (Email) column

This column is used to designate for which payments you wish to email a remittance advice. All payments with a mark displayed in the Email column are marked to be emailed; if you don't want to email a remittance advice for a specific payment, click the mark to remove it. If you wish to email a remittance advice for a specific payment and a mark doesn't appear in the Email column, click the column to add it. Click the gray box at the top of this column to mark all the payments in the list. Click again to clear all marks from the Email column.

Check #/Vendor/Email Address/Payment Date/Amount columns

The list displays summary information about all the payments that meet the criteria you selected in this window and the Advanced Filters window, including the check number, vendor name, email address and the date and amount of each payment. If you wish to display the payment transaction window to view or change detailed information about a payment, click the zoom arrow next to the check number.

Email Defaults button

Click this button to open the Email Defaults window. Use the window to change the subject and/or message that will appear on all of the emails that accompany the remittance advices you send.

Send Email button

Click this button when you're satisfied with the remittance advices you've selected to email. When you click this button, the Email dialog box for your computer will appear; click OK to email the remittance advices.

Cancel button

Click this button to close this window without saving any changes you made.