Payment Alert Action Items

Summary: Vantaca's Payment Alerts feature allows users to receive alerts when payment notifications are received, which can be used to notify staff of payment failures or to notify Homeowners of received payments. To see these action items, navigate to Settings > Action Types/Steps > Payment Alerts.

1. eCheck Payment Alert: This will notify the homeowner that an eCheck payment has been received if notifications are turned on. 

An example email template is provided below. These can be customized on the action item step to meet the specifications of your association.

2. Check Payment Alert: This will notify the homeowner that the Association has received a physical check towards the account balance

3. ACH Payment Alert: This will notify the homeowner that an ACH payment has been received from the Association.

*Note - If notifications are turned off, if the "Send To" is a homeowner, the payment alert action item will show up in the homeowners portal for 30 days unless it is stepped to a different role or if the "Hide from Portal" box is checked when editing the rules.

 This step creates on the owner account anytime an ACH payment is made. It is not assigned to anyone. The system will automatically step it to Success or Fail based on processing alerts. Success is closed and unassigned, Fail goes to AR. There will be a message on the item regarding the failure. If it’s something about a connection, they can try to step it to “Retry ACH” and then move on. It will stay there until the ACH is pushed, then step to the Success or Fail steps. After 2 fails or if the message indicates bad account information, there is a step to notify the owner which will close the item.