Online payments summary emails
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Meredith Owens
Send admins an automatic summary email of online payment options paid recently. Potentially every day, every week, or every month.
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Karen Regan
Where do you set this up? Looked on online payments and comms feature??
Meredith Owens
Karen Regan: Those instructions are outlined in our new help article! I've linked that for you here: https://help.hoa-express.com/en/articles/9944435-online-payment-summary-emails.
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Bessie Jerabek
Yes a monthly payment summary would help with bookkeeping.
Wes Cossick
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You can now send summaries of new online payments to email addresses of your choosing! Learn more about how this feature works.
Irene Miller
This is much needed. Send the payment summary email to account administrator
Tonyia Downs
I'm so excited and grateful that this is marked "in progress". What a tremendous help this will be! Thanks Team, for making this a priority!
Wes Cossick
in progress
Wes Cossick
planned
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Wayne Kasel
Is there any status update on this now that the next gen front end is mostly done as well as the back end? This has been requested for many years now (email notification of payments)
Meredith Owens
Wayne Kasel: I'd be happy to provide more information about this! First, to clarify, while we've made a lot of progress on our next gen front ends, we still have a while left to go. Our Head of Product and Engineering provided more information about this in our latest webinar, which you can watch here: https://app.session.com/hoa-express/Product-update-2024-Q1?s=1&passcode=496688&host=gR9BCkoOU2jndBP85K8DI3mdHBE0_NNfZ8MB.
Our product team has also mentioned that while we haven't yet placed this feature request on our roadmap, they recognize that it's a popular feature request and it’s something they'll consider after completing some of the already in-progress projects they're currently working on!
Therefore, I've made sure your vote has been added to this request, so you'll be notified once they update its status.
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Leila Goodwin
We already designate a representative when we set up online payment. Simply add a yes or no check box for that person to receive an email every time an online payment is made, and including the payer in the email. You can add other features if needed but this one seems pretty straightforward and would make a HUGE difference to us!
Meredith Owens
Merged in a post:
Notification when online payment is made
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Joe Celelli
We'd like to receive notifications when someone makes an online payment.
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