This update ensures that payments collected through in-showroom credit card terminals and phone payments now trigger the same internal payment notification emails as other supported payment methods.
Previously, terminal and phone payments were successfully recorded in the system, but internal notification emails were not sent to the salesperson or configured team members. This created operational gaps and often required manual follow-up to confirm payment completion.
With this update, terminal and phone payments now follow the same notification workflow as existing supported payment methods, helping internal teams stay informed and move orders forward more efficiently.
Why This Feature Exists
Internal payment notifications are a critical part of the order workflow. Teams rely on these emails to continue the next steps of the sales and fulfillment process, including:
Confirming sales
Coordinating logistics
Updating accounting records
Preparing deliveries
Communicating with buyers
When terminal and phone payments did not trigger notifications, teams could miss important handoffs, causing delays and confusion.
This update improves consistency across payment methods and ensures payment notifications behave as users expect.
Who This Is For
Sales Teams
Receive immediate visibility into completed payments so orders can move into confirmation and fulfillment workflows faster.
Accounting Teams
Stay informed of successful payments for reconciliation and financial record-keeping.
Logistics Teams
Receive timely payment confirmations to begin preparing and coordinating deliveries.
Accessing Payment Notifications
No additional setup is required.
Once a payment is successfully captured through a terminal or phone payment flow, the system automatically sends internal payment notification emails using the same existing notification rules already configured for supported payment methods.
⚠️ Important: This update only applies to payments processed through AIO Pay terminal and phone payment flows.
Step 1: Collect Payment Through Terminal or Phone
Start by collecting payment using either:
In-showroom credit card terminal
Phone payment flow
The payment process remains unchanged for sales users.
Step 2: Payment Is Successfully Captured
Once the payment is approved and captured:
The payment is recorded in the system
The invoice payment status updates successfully
Internal payment notifications are automatically triggered
This behavior now matches the notification flow used for online card payments and other supported payment methods.
Step 3: Internal Teams Receive Notifications
After payment capture, notification emails are automatically sent to:
Sales person associated with the order
Assigned internal team members
Other configured recipients based on existing notification settings
This helps teams immediately recognize that payment has been completed and continue the next operational steps without manual confirmation.
Step 4: Consistent Notification Behavior Across Payment Methods
Users do not need to configure separate notification rules for terminal or phone payments.
Terminal and phone payments now follow the same notification behavior already used by:
Online card payments
Existing supported AIO Pay payment methods
This creates a more reliable and predictable payment workflow across all supported payment channels.
What Is Not Included in This Phase
This update only applies to supported AIO Pay terminals and phone payment flows.
Other payment methods outside of AIO Pay are not affected by this release.
What Changed From the Previous Experience
Before
Terminal and phone payments could be completed successfully without sending internal notification emails
Teams often require manual follow-up to confirm payment completion
Notification behavior was inconsistent across payment methods
Now
Terminal and phone payments trigger internal payment notifications automatically
All configured recipients receive notifications consistently
Notification behavior now matches other supported payment methods
This closes the gap between successful payment capture and the internal team's awareness.
You’re All Set!
Terminal and phone payments now fully support internal payment notification workflows within AIO Pay.
Your teams can stay informed automatically, reduce manual follow-up, and move orders through fulfillment faster with consistent payment notification behavior across supported payment methods.