Product: MailOmatic for Accounting
Description: This solution describes why payments wouldn't show up in the results grid
Environment: All
Version: All
Answer:
If the payment has been notified
There is an option in Settings, on the Module Settings tab, When searching, exclude payments that have already been notified. If this option is selected, and the payment has been notified, it would not show up in the results
Deselect this option and the payment will show up in the results
After the payment is in the grid, right click and choose Reset notification status
Choose the desired email template, right click to preview the email and then click on Send Emails
If the payment has not been notified
When searching for payments, make sure the correct bank account is selected in the drop down.
Choose the desired email template, right click to preview the email and then click on Send Emails
For more detailed information regarding MailOmatic for Accounting, please refer to the User Guide for MailOmatic for Accounting
Description: This solution describes why payments wouldn't show up in the results grid
Environment: All
Version: All
Answer:
If the payment has been notified
There is an option in Settings, on the Module Settings tab, When searching, exclude payments that have already been notified. If this option is selected, and the payment has been notified, it would not show up in the results
Deselect this option and the payment will show up in the results
After the payment is in the grid, right click and choose Reset notification status
Choose the desired email template, right click to preview the email and then click on Send Emails
If the payment has not been notified
When searching for payments, make sure the correct bank account is selected in the drop down.
Choose the desired email template, right click to preview the email and then click on Send Emails
For more detailed information regarding MailOmatic for Accounting, please refer to the User Guide for MailOmatic for Accounting