How to track email notifications from your partner dashboard

Here’s how you can keep track of the emails that are sent out from Alternative Payments to your customers in your partner dashboard.

The Email Activity tab allows you to view the status of all emails sent through Alternative Payments including:

• The date the email was sent
• The user who received the email
• The subject of the email
• The status of the email

There are three ways to access the Email Activity tab from within your partner dashboard:

1 | Email Activity main page
2 | Email Activity within Invoices
3 | Email Activity within Customer Profile

1 | Email Activity in the sidebar menu
From your dashboard, navigate to the side menu and select Email Activity.

From here, you can easily view the email notification history of all customers with the email address associated with their customer profile within the Alternative Payments system. Additionally, you can enter in the email address to search for a specific user’s email notification history.

You can also filter by date sent, status, customer and invoice number by selecting the filtering icon

2 | Email Activity within Invoices

1. Go to Accounts Receivables and select Invoices from your side menu
2. Select the ellipses beside the invoice you wish to see the email activity and click "See details”
3. Scroll down to see the Email activity tab.

3 | Email Activity within Customer Profile

Within “Customers,” go to the three dots and select “Edit Customer”

Select “Email Activity” to view all emails sent by our system to your customer

Email Statuses
Currently, the email statuses available are Delivered, Pending & Bounced. The option to see Opened and Clicked statuses is in the works on our roadmap, so stayed tuned for this update.

Want to learn more about managing your emails in Alternative Payments? Check out these helpful articles:
How to create automatic email invoice reminders to save time and increase collections
Creating Invoice Email Summaries: A Step-by-Step Guide