Saved Search Email Alert when Bill Payment is Created from Bill

The following are the Saved Search steps to create a Saved Search Email Alert once Bill is Fully Paid:

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction

2. Rename the Search Title

3. On the Criteria tab, enter the following filters:

• Type is Bill
• System Notes Fields… then New Value is Paid in Full

4. On the Results tab, add or remove fields as desired

5. On the Email tab, do the following:

•  Mark Send Email Alerts When Records Are Created/Updated
• Under Specific Recipients tab:

■ Enter User who wants to receive the email alert

■ Send On Update is Yes

6. Click Save & Run