Send Email on Payment Using Workflows

The following Workflow will send an email to the Billing Contact when a Payment is added to the Account.

Sample Email

Dear Bill Smith,

Thank you for your continued business. Your payment has been received.

Our records indicate the following to be outstanding:

Invoice #	Balance	Due Date
44	$525.00	7/10/2009
43	$525.00	7/10/2009
42	$326.00	7/10/2009

If you have any questions regarding your account please do not hesitate to contact us.

Best regards,
LogiSense

Customer Care: 1-519-249-0508
Website: http://www.logisense.com

If there is Still a Balance owning the E-mail will include the Invoices that are still open requiring Payment.

Configuration

Workflow Event
Name: “Payment”
Event Code: Payment.Create

Action Script
Name: “Send e-mail on Payment”
Script: see below

Payment pay = Payment.GetByID(Convert.ToInt32(context["PaymentID"]));
User user = User.GetByID(pay.GetUser().ID);
ContactTypeQuery ctq = new ContactTypeQuery();
int contactname = 0;
ctq.Name = "Billing Contact";
ctq.OwnerIDMin = user.ActingOwnerID;
ctq.OwnerIDMax = user.ActingOwnerID;
foreach(ContactType ct in ContactType.GetCollection(ref ctq))
{
    contactname = ct.ID;
}
Contact contact = Contact.GetByID(user.SearchContactByContactTypeID(contactname)[0].ID);

//Logic.Core.Alert.Create(contact.FirstName.ToString(), 1);
ViewUserBalanceFuture vubf = ViewUserBalanceFuture.SearchByUserID(user.ID)[0];
ViewUserBalance vub = ViewUserBalance.SearchByUserID(user.ID)[0];
String tableheader = "";
String body2 = "";
String table = "";
String bodybalance = "";
String body = "<img alt="http://www.logisense.com/images/logo_logisense.jpg" />

<span style="font-family: calibri;">Dear " + contact.FirstName.ToString() + " " + contact.LastName.ToString() + ",</span>

Thank you for your continued business. Your payment has been received.

";

if (vubf.Balance <= 0)
{
    body2 = "<span style="color: #c00000; font-family: calibri;">Your current account balance is </span>" + vubf.Balance.ToString("C") + "
    ";
}
else
{
    bodybalance = "<span style="color: red; font-family: calibri;">Our records indicate the following to be outstanding:</span>
    ";

    tableheader = "
    <span style="color: #6666ff; font-family: calibri;">Invoice #</span><span style="color: #6666ff; font-family: calibri;">Balance</span><span style="color: #6666ff; font-family: calibri;">Due Date</span>
    ";

    ViewInvoiceQuery viq = new ViewInvoiceQuery();
    viq.Paid = false;
    viq.UserIDMin = user.ID;
    viq.UserIDMax = user.ID;
    viq.SortField = "DueDate";
    viq.SortOrder = 1;
    foreach (ViewInvoice inv in ViewInvoice.GetCollection(ref viq))
    {
        table += "
        <span style="color: #6666ff; font-family: calibri;"><strong>" + inv.ID.ToString() + "</strong></span><span style="color: #6666ff; font-family: calibri;"><strong>" + inv.Balance.ToString("C") + "</strong></span><span style="color: #6666ff; font-family: calibri;"><strong>" + inv.DueDate.ToShortDateString() + "</strong></span>
        ";
    }
}
String footer = "<span style="font-family: calibri;">If you have any questions regarding your account please do not hesitate to contact us.</span>

Best regards,
LogiSense

<strong>Customer Care: </strong>1-519-249-0508
<strong>Website: </strong>http://www.logisense.com";

User rkozub = User.GetByName("rkozub");

Logisense.Boss.Logic.Email.SendToBillingContacts(user,"Thank You For Your Payment",body + body2 + bodybalance + "
" + tableheader + table +  "
" + footer + "", null);

Logisense.Boss.Logic.Email.SendToBillingContacts(rkozub, "Thank You For Your Payment", body + body2 + bodybalance + "
" + tableheader + table + "
" + footer + "", null);

return true;