Description
When a proforma document is emailed to contractors from Interpreter Review, there is To support the introduction of the Proforma Remittance advice in V12.17 for Contractor Payment Terms and V12.18 for Supplied Payees, in this release we have included the ability to configure an email template for the proforma document to be attached to.
...
<<SupplierContactFirstName>>
<<SupplierContactSurname>>
<<SupplierContactEmail>>
...
Benefits
Additional merge fields to tailor emails that are sent to suppliers.
Configuration
No configuration needed to be able to select the new fields. However, it may be required to set up a different proforma email template if the supplier details are included in the template.
Step | Description |
|---|---|
1 | Go to Maintenance >Pay/Bill Email Template |
2 | Click Add. The Template Entry screen is displayed. |
3 | Name: Enter the name of the template. |
4 | Type: Select the type of email template which will be Proforma Remittance. |
5. | Enter values in the required fields and insert the Merge Tags required. |
5 | Save. |