Re-Send Payment Notifications

Re-sending notification emails is a critical feature to ensure recipients stay informed and complete pending tasks. Follow these step-by-step instructions to re-send notification emails using the interface shown in the screenshot.

Re-Send Email Notifications #

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Step 1: Access the Payment Record Page #

1. From the left-hand navigation menu, click on Payment Record under the Management section.
2. Confirm you are on the correct page by reviewing the summary data (e.g., “Amount Received” and “Payments Received”).

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Step 2: Filter or Select Specific Records #

1. Use the filter options above the records table to narrow down the list if necessary:
   • Search by name, email, or phone.
   • Use dropdowns to filter by status (e.g., “Unpaid”) or payment method.
2. Manually select the records for which you want to re-send notifications by checking the boxes in the first column of the table.
   • In the screenshot, three records are selected (Peter Chan, Ivan Wong, and Wong Man Yeung).

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Step 3: Click “Send Notifications” #

1. Once the records are selected, click the Send Notifications button located above the records table.
2. A confirmation prompt may appear to ensure you want to re-send notifications to the selected recipients.

You can check the following document for more information about the notifications

Notifications Sent After Application

1. Resend Upload Payment Record Notification

• Purpose: Sends a reminder to recipients to upload their payment record for verification.
• Use Case:
  • When the payment status is “Unpaid” or “Pending Selection.”
  • Use this for recipients who forgot to upload proof of payment or need to update their submission.

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2. Resend Upload Payment Record Notification (Through WhatsApp)

• Purpose: The second option in the “Send Notifications” dropdown sends the notification via WhatsApp, using the message template assigned to a specific type of action.
• Use Case:
  • The screenshot provided shows that the message template can be customized and assigned to different actions, ensuring the correct communication is sent via WhatsApp.

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3. Resend Success Payment Receipt

• Purpose: Sends a confirmation email with a receipt for successful payments.
• Use Case:
  • For recipients whose payment status is “Paid.”
  • Ensures they have a record of the transaction for their records.
  • Useful for resolving disputes or providing proof of payment.

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4. Resend QR Code

• Purpose: Sends a QR code to the recipient, typically for event access, registration, or verification purposes.
• Use Case:
  • For recipients who need a QR code for an upcoming event or service.
  • Ideal for registrations, ticketing, or other QR-based entry systems.