How do I set up a payment alert? (Accounts)
Setting up a payment alert on an account will show a payment message when you look up the account in Inquiry.
Set up a payment alert to receive notifications about payment activity that requires attention. Payment alerts help you monitor assessment accounts by identifying important events such as missed payments, delinquent accounts, upcoming due dates, or other payment-related conditions. These alerts can improve follow-up efforts and help ensure timely account management.
What Happens When You Set Up a Payment Alert?
When a payment alert is configured:
The system monitors accounts for the specified payment conditions.
Notifications are generated when alert criteria are met.
Users can be informed of payment issues requiring review or action.
Account monitoring becomes more proactive and efficient.
Potential collection or delinquency issues can be identified sooner.
When Should You Set Up a Payment Alert?
Set up a payment alert when:
You want to track overdue or delinquent payments.
Accounts require closer monitoring.
Staff need to be notified of specific payment events.
Follow-up actions are needed when payments are missed.
You want greater visibility into payment activity across assessment accounts.
Before You Set Up a Payment Alert
Review the following information before proceeding:
The accounts or districts to monitor
The payment conditions that will trigger the alert
Notification recipients
Alert timing and frequency
Any applicable organizational policies
Verifying these settings helps ensure that alerts are meaningful, timely, and directed to the appropriate users.
Note: Payment alerts provide notifications based on defined criteria and do not automatically change account balances or payment records. Users are responsible for reviewing and acting on alerts as needed.
Setting up a payment alert
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up an account.
3. Click to select the Alerts tab.
4. Click on the Payment Alert field and then enter the message to display when a payment is due.
5. Click Save (CTRL+S).
The payment alert message is saved.
Removing a payment alert
Stop a payment alert from displaying on the account.
Do this...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up an account.
3. Click to select the Alerts tab.
4. Click on the Payment Alert box.
5. Select the text in the Payment Alert box and delete it.
6. Click Save (CTRL+S).
The payment alert message is deleted. The payment alert will not display on the account.
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