QuickPay Receipts

To provide a custom receipt to customers who pay an invoice using iMIS QuickPay, you must build this process in iMIS. iMIS QuickPay does not send receipts as a part of the product.

Creating a Custom Receipt

Overview of Steps. The primary steps to creating a receipt are:

Create an IQA query to pull individuals who have paid via QuickPay.
Create the communication template.
Setup the process automation task to deliver the emails.

Step 1. Create an IQA Query

First create an IQA query from the PaymentSummary source. Under filters, you’ll want to minimally set the filters up as they are shown below. Be sure to run the IQA query and verify the output prior to configuring or sending any tasks.

Sample Query Details

The sample query and task below details how to send receipts the day after an invoice has been paid; they do not detail how to use a database trigger to send a receipt immediately upon payment. The iMIS documentations recommends using triggers on system events sparingly. For assistance on setting up a triggered email receipt, please work with your iMIS solution provider or consultant.

You can inform customers of the receipting schedule in the “Thank You” content block in the QuickPay setup in the Cloud Dashboard.

Filter Tab

Payment Method ID. This is the payment method selected to process QuickPay payments. We recommend setting up a specific payment method for QuickPay to ensure your custom receipt process only sends to customers using QuickPay.
Payment Status. We recommend only sending when the payment status is paid.
Payment Date. The setup below shows how you would send a receipt to people who paid their invoice yesterday. This requires putting payment date in two sets of filters, otherwise the filters will act with an OR operator and send it to all previous payments.

Display Tab

Be sure to put any fields in the display tab that you would like to be available as merge fields in the communication template.

Step 2. Create a Communication Template

Once the IQA query is built to determine who should receive receipts, you’ll need to create a communication template.

We do not have a sample communication template at this time and we recommend altering a sample communication template. For more details on how to do this, we recommend reviewing the iMIS documentation on customizing the out-of-the-box templates.

Step 3. Create the Process Automation Task

Once the IQA query and communication template have been built, you will create the process automation task. To learn more about how to create or edit tasks, please review the iMIS documentation on creating and editing scheduled tasks.