💸 Payment Alert Rules Guide (Lunova)

Track high-value payments, voided transactions, and unusual invoice links with real-time Payment Alerts in Lunova. Alerts are triggered instantly when events occur—giving you immediate visibility into payment activity.

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⚡ Real-Time Monitoring

Payment alerts are triggered instantly whenever a new payment is created, updated, or voided in QuickBooks.

✅ Use this for time-sensitive activity like large payments or voided transactions.

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🔧 Payment Rule Attributes & When to Use Them

Attribute	What it Monitors	Typical Conditions	Common Business Uses
Large Payment	Payment total amount	• Greater / ≥ • Equal • Less / ≤	Flag unusually large payments for review or approval
Multiple Invoices Linked	Number of invoices tied to one payment	• Greater / ≥ • Equal • Less / ≤	Catch bulk payments or unexpected grouping
Payment Voided	Whether a payment has been voided	• Is true / false	Detect potential fraud or accounting errors in real-time

Tip: Use Large Payment + Voided together to catch suspicious reversals.

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💡 Real-World Examples

Scenario	Rules to Create	Why It Helps
Catch large outgoing payments	• Large Payment ≥ $25,000	Stay informed when high-value transactions are processed
Audit voided transactions	• Payment Voided = true	Alert your finance team of any deleted/voided payments
Monitor payments tied to 5+ invoices	• Multiple Invoices Linked ≥ 5	Investigate large groupings that may signal reconciliation issues

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🚀 Setting Up a Payment Alert in the UI

1. Go to Alerts ▸ New Alert and choose Payment as the entity.
2. Name your alert (e.g., “Large Voided Payment Alert”).
3. Add Rule(s):
   • Select an Attribute (e.g., Large Payment)
   • Choose a Condition (e.g., Greater than or equal)
   • Enter the Amount or Value
   • Use ➕ Add Payment Rule to combine filters like Voided = true
4. Enter the email(s) where notifications should be sent
5. Toggle Active, then click Create Payment Alert 🎉

Lunova will notify you instantly when the alert criteria are met.

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📩 Notification Channel

• Email (real-time)

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❓ Need Help?

We’re here to help:

• Chat: Use the blue in-app chat bubble
• Email: [email protected]

Get ahead of critical payment activity—before it surprises you!