--- title: "Notifications on E-Pay Transactions" slug: "notifications-on-e-pay-transactions" updated: 2026-08-14T21:22:25Z published: 2026-08-14T21:22:25Z canonical: "help.idibilling.com/notifications-on-e-pay-transactions" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Notifications on E-Pay Transactions This release (AR 8047), provides the ability to automatically notify customers when an E-Pay payment is successful, or when an E-Pay payment is not made due to a processing problem using IDI platform Notifications. A new data source and sample template support this functionality: - Data source: E-Pay Transaction Notifications - Notification Template: Sample SMS (SMPP) E-Pay Transaction Notification These are intended to be used with Workflow triggers, using the *Send Notification* action. You can use this functionality to notify customers of failed payments, successful payment or both. ## Setup To use this functionality, you need to set up: - A custom notification template, based on the new sample template, with contents from the new *E-Pay Transaction Notification* data source - Workflow trigger(s) with the *Send Notification* Workflow action, that use the custom template > [!NOTE] > Note: > > It is assumed that Customer Notifications and Workflow have been configured for your environment. ### Template Setup The sample notification template – *Sample SMS (SMPP) EPay Transaction Notification* – works with the new *E-Pay Transaction Notifications* data source. This is a protected template. Make a copy and update the copy with custom information to meet your specific requirements. The sample template produces a generic notification to the primary service number. The contents of the notification vary based on the contents of the *ErrorString* field. #### When an E-Pay transaction is successful: <*Company Name*> **Alert: E-Pay transaction for***Amoun*t **has processed successfully**. #### When an E-Pay transaction receives an error: <*Company Name*> **Alert: Failed E-Pay transaction for***Amount****.* Error message: ErrorString. Please contact customer service at** <###-###-####>. #### **Data Source** The E-Pay Transaction Notification data source contains customer and E-Pay transaction information. This data source can be used with both text and email notifications. You are not limited to a text notification. The fields included in this data source are available to your template, and include: ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-133.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) #### **Template** Note that an IDI resource can assist with template setup. To access the template, go to: Applications > Back Office Management > Customer Notifications > Manage Templates To see the sample template check **ShowProtected Templates**. Right click on **Sample SMS (SMPP) EPay Transaction Notification** and click **Copy**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-134.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) Then save the new template. > [!NOTE] > Notes: > > - The *Source* will default and ***should not*** be changed. > - The Template Name you specify must be used in the Workflow trigger configuration. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-135.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) Right-click on the newly saved template, and select **Edit**. Edit the template based on your requirements for the notification, updating the and <###-###-####> at a minimum, and save. Note that the sample template is designed for SMPP, with the notification going to the primary service number (“To” variable): ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-136.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) This can be changed to *Primary Contact Email1* for an email notification. ### Workflow Setup Manual configuration in Workflow is required to send notifications for E-Pay transactions. If notifications for both successful and failed payments are required, you’ll need to configure a separate trigger for each notification. > [!NOTE] > **Note:** > > The Template Name on the Workflow triggers must match the template name in CostGuard client. #### To Send Notifications for E-Pay transactions with errors: - Trigger: *Payment Provider Transaction Error* - Action: *Send Notification* Template Name: must match the ‘Template Name’ of your custom notification template Type: other ObjectID: @[PaymentAccountTransactionID] Delivery Type: choose the delivery method you are using for customer notifications sms_smpp sms_smtp email Example: ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-137.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) #### To Send Notifications for Successful E-Pay Transactions: - Trigger: *Payment Created* with condition PaymentAccountTransactionID > 0 - Action: *Send Notification* Template Name: must match the ‘Template Name’ of your custom notification template Type: other ObjectID: @[PaymentAccountTransactionID] Delivery Type: choose the delivery method you are using for customer notifications sms_smpp sms_smtp email Example: ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-138.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D)