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Create and Edit Notifications


Create and Edit Notifications

Create a Notification

To create a notification:

  1. Click your user name at the top right-hand side of the application.
  2. Navigate to Settings > BillingSettings > Finance, or Settings > Payments.
  3. Click Setup Profiles, Notifications and Email Templates
  4. Click add new notification.
  5. Enter the following fields:
    • Related Event: The event that will trigger this notification

    • Name

    • Description

    • Active: Select to activate the notification. You can also activate the notification at a later time. For example, you can activate the notification when you are ready to use it.

  6. In the Event Parameters section, specify the related options. The parameters that you can select are based on the Related Event you selected in Step #5.
  7. In the Delivery Options section, specify the following  options:
    1. Select Email, Callout, or both as the delivery protocol.

    2. If you selected Email, click and select the email template.

      If the event is related to an invoice or a payment, you can include the invoice with the email.

      If the event is related to a credit memo or a debit memo, you can include the credit memo or debit memo with the email. This feature is only available if you have the Advanced AR Settlement feature enabled.

    3. If you selected Callout, enter the following information. You can find more information in the article.
      • Base URL: The URL to which you would like to send the callout data. This is the path to the receiver service of the callout.
      • Click add parameter if you want to include additional information in the callout.
        • Click the Parameter Value field to get a list of possible objects and field names that you can pass in as parameters in the callout request.
      • HTTP Method: Select the method you want to use to send the callout data.
      • Retry: Select if you want the callout attempt to be retried based on the Callout Options set up for your customer notifications.
      • Callout Authentication: Select to specify the username and password for the callout, and enter the following information.
        • Username
        • Password
        • Domain: Specify the domain if using NTLM authentication.
      • Body Format: If you are an existing customer as of Release 209 or have the Support Callout in XML Body Format tenant permission turned on, you can specify the format of the callout in this field.
        The notifications which are already using XML will continue using XML.
        New tenants provisioned in Release 209 or later will only use JSON unless the tenant permission is enabled to allow XML in callouts.
  8. Click add new notification to save the notification.

There can only be one notification per event with the same event parameters.

Edit a Notification

To edit an existing notification or enable the notification:

  1. Click your user name in the top right-hand of the application.
  2. Navigate to Settings > BillingSettings > Finance, or Settings > Payments.
  3. Click Setup Profiles, Notifications and Email Templates.
  4. In the Notifications section, click edit for the notification you want to edit.
  5. Edit the fields of the notification. See the Steps #5 - #7 in Create and Edit Notifications for field details.
  6. Click save.