FastTrack360 Version 12 Online Help
Maintenance > Pay/Bill Email Template - Proforma Email Template for Suppliers
- Fiona Sims
Description
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.
For supplied payees, the proforma document would be sent to the supplier and not the payee. Therefore, the supplier contact details would be needed for the email. The following data tags have been added to the proforma email template:
<<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. |
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