How do I create message templates in payables app?

Updated on May 27, 2020 07:25AM by Admin

  • Login and access the Supplier Payments app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Supplier Payments

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Supplier payments app in the Subject by using the Insert Attributes.
Create Template

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Supplier payments app in the Message body of the email by using the Insert Attributes.
Email Body

  • Then, click on the Create button.
Create

  • You can view the Created Template on the List.
List

  • Now, go to the Supplier Payments home page and select the payments from the list.
  • Click on the More Details.
Home Page

  • From the Payments Overview page, click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear..
  • Click on the Templates Options, you can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Payments Details.
  • Then, click on the Send.
Update Template

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