Adding an alert to an account

An alert is a message attached to an account that shows critical information for agency staff. For example, if a customer has repeatedly bounced checks, you can attach an alert that shows a warning when the account is loaded, or when a payment is received for the account.

All active Load Account alerts are displayed in the Alerts panel on the Summary tab. You can click the View all alerts on this account button on this panel to open the Account Alerts dialog box, which you an use to view all alerts associated with the account and add and remove alerts. Clicking the View All Alerts link on the Maintenance tab or in the Quick Links panel will also open the Account Alerts box.

  1. Select Billing > Manage Account.
  2. Load the account you want.
  3. On the Maintenance tab, under Account, click Add Alert.
    The Add Alert link can also be displayed in the Quick Links panel on the Summary tab. If the Alerts panel is displayed on the Summary tab, you can also click the Add button on that panel.
  4. Specify the alert that you're adding to the account in the Definition field.
  5. Select the type of alert you're adding from the Type list.
    You can select Informative or Forceful. As the name suggests, informative alerts merely show information for agency staff. Forceful alerts block certain actions.
    • A forceful Add Payment alert will prevent any payments from being received for the account.
    • A forceful Batch Payment Posting alert will prevent payments from being posted to the account.

    Designating Load Account or Authorization for Payment alerts as forceful has no effect.

  6. Under Options, select the check box for the account or individual the alert applies to.
  7. Specify any other information about the alert.
    To add any information to the alert beyond the standard text defined for the alert type, you can type it in the Appended Alert Text field.
  8. Click Save.