Configuring Email Notifications for the Work 365 Payment Processor

Applies to: Work 365, Paya Connect | Audience: Administrators, Finance Teams

Overview

To ensure timely updates on payment activities within Work 365, it's essential to configure email notifications appropriately. This guide provides step-by-step instructions for setting up notifications, ensuring that relevant users receive prompt alerts regarding payment events.

Steps to Configure Email Notifications

1. Access the Payment Processor Portal

✅ Log in to the Paya Connect portal associated with your Work 365 environment.

2. Manage User Notifications

✅ Navigate to the Users section.
✅ Select the user who requires email notifications or create a new user profile if necessary.
✅ Within the user's settings, go to Preferences.
✅ Enable the specific email notifications the user should receive, such as:
✔ Payment confirmations
✔ Transaction alerts

3. Configure Work 365 Payment Notifications

✅ Navigate to Work 365 > Settings > Payment Processor.
✅ Select the configured payment processor and open its settings.
✅ Enable email notifications for key payment events, including:
✔ Payment failures
✔ Successful transactions
✅ Enter the recipients who should receive these notifications.
✅ Click Save to apply the configuration.

Important Considerations

Provider Invoice Notifications
✔ Work 365 sends daily emails indicating the synchronization status of provider invoices.
✔ To configure recipients for these notifications:
1️⃣ Access the Email Templates section in Work 365.
2️⃣ Modify the Provider Invoice Email Template to include the desired recipients.
3️⃣ For detailed guidance, refer to the Provider Invoice Notification Emails documentation.

Invoice Email Attachments
✔ To include additional attachments, such as CSV files, manually add them when sending invoices.
✔ If the Work 365 Payment Processor is configured, a "PayNow" link can be added to invoice emails, allowing customers to view and pay invoices directly.
✔ For more information, see Sending the Work 365 Invoice.

Conclusion

By following these steps, you can effectively configure email notifications in Work 365, ensuring that billing teams and finance personnel stay informed about payment events, reducing delays, and improving customer service efficiency.