Edit the email template for Creditor Remittances
- Beth Blok (Unlicensed)
- Mike Sheen
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.
Creditors > Configuration > Cheque Payment Email Templates
Copy the Sample template and enter in an appropriate name
Make relevant changes as needed (using the Preview tab to verify changes)
Save changes
Load the relevant EFT / Cheque Payment batch
Click Email
Check the Template tab and make sure the relevant template is selected
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.