Funding Email Notifications & Reminders

The CGDS email notifications and reminders keep administrators appraised of the key steps in the disbursement cycle. Emails are sent to the recipient(s) configured on each invoice type and are always expressed in the currency of the CGDS bank account where the funding is to be deposited.

Messages currently available include:

• New Funding Invoice available: Announces the availability of a new invoice requiring client funding
• Funding Invoice reminder: Reminds contacts that the invoice has an outstanding balance. Reminders go out at 7 or 14 elapsed days or 30-day increments (30, 60, etc.) from the date contacts were originally notified.
• Funding deposit confirmation: Notifies contacts once their deposit has been received at the bank
• Disbursement confirmation: Notifies contacts once all disbursements have been made to authorized payees

• Credit Memo Available/Updated: Announces the availability of a new Credit Memo or updates to existing credit.

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