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The Standing Order Task will trigger the following emails:  

  • Standing Order Changed Ownership Email
    This email is sent when ownership of the standing order is transferred to another User. It is sent to the old owner, new Owner, and any cc'ed Users entered for the standing order. The content can be edited in various widgets in the Standing Order Expiry Email template. 


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    The email content includes:

    • Ownership change details
    • Order details
    • Recurrence information
    • Order summary
    • Order address

    The content can be edited in various widgets in the Standing Order Changed Ownership template. 



  • Standing Order No Products Email
    This email is sent to the current Owner of the standing order and any cc'ed Users. It is triggered when one or more no products are unavailable available for a recurring order and the recurring order is not placed.) The content can be edited and customised in various widgets in the Standing Order No Products email template. 

    Example:
    Image Added


  • Standing Order Over Budget Email
    This email is sent to the current Owner of the standing order and any cc'ed Users. It is triggered when re-pricing or re-adjustment to a standing order means the next processed order will be over budget. The content can be edited and customised in various widgets in the Standing Order Over Budget email template. 

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