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.
The email will be autocompleted with the contact details and payment/receipt amount.
Modifying the templates
If you want to modify your unallocated payment and receipt templates, you can do this under Contacts | Emails | Email templates.