Announcement: Unallocated payment and receipt remittance email templates

News posted by Pete Jones 5 months ago

The email templates now include unallocated payment and unallocated receipt templates. These will be used if you choose to email a remittance advice to your supplier or customer, to let them know a payment has been made or received that hasn't been allocated to any bills or invoices.

Sending unallocated payment/receipt remittance

Use the email button when viewing an unallocated payment or receipt. file

The email will be autocompleted with the contact details and payment/receipt amount.

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Modifying the templates

If you want to modify your unallocated payment and receipt templates, you can do this under Contacts | Emails | Email templates.

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