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Edit the email template sent to customers and suppliers with transaction documents

Updated over 2 months ago

To change the template used when sending statements and invoices:

  1. Log in to Financials with access to System

  2. Click System then click E-mail.

  3. Click Templates

  4. Select the document type as appropriate.

  5. Click Edit.

  6. Make the changes required.

  7. Click Save.

It is also possible to create New or Duplicate documents, which can be associated with Customers or Suppliers for specific message requirements.

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