Edit the email template for Creditor Remittances

Owned by Beth Blok (Unlicensed)
Last updated: Nov 21, 2022 by Mike SheenVersion comment
1 min read

The email template used to send out remittance advice's from the EFT / Cheque Payments form is under Creditors > Configuration > Cheque Payment Email Templates.

Step-by-step guide

The standard template that ships with Jiwa 7 is called Sample and may be overwritten / replaced when the database is upgraded.  Any changes should be made by copying the Template and then selecting it when you want to email out the remittances.

  1. Creditors > Configuration > Cheque Payment Email Templates

  2. Copy the Sample template and enter in an appropriate name

  3. Make relevant changes as needed (using the Preview tab to verify changes)

  4. Save changes

  5. Load the relevant EFT / Cheque Payment batch

  6. Click Email

  7. Check the Template tab and make sure the relevant template is selected

  8. Proceed as usual

TIP

If you name the new template starting with a character less that S (Sample) it will automatically be selected when emailing out the remittances.

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